Accel Wealth Management’s iShares Gold Trust IAU Stock Holding History

Accel Wealth Management’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,550	Closed	-$57.9K	–	484
2023 Q1	$57.9K	Hold	1,550	–	–	0.02%	448
2022 Q4	$53.6K	Buy	1,550 +92	+6%	+$3.02K	0.03%	349
2022 Q3	$48K	Hold	1,458	–	–	0.03%	378
2022 Q2	$47K	Hold	1,458	–	–	0.03%	360
2022 Q1	$53K	Hold	1,458	–	–	0.03%	364
2021 Q4	$51K	Hold	1,458	–	–	0.03%	379
2021 Q3	$49K	Hold	1,458	–	–	0.03%	327
2021 Q2	$49K	Sell	1,458 -1	-0.1%	-$35	0.03%	344
2021 Q1	$47K	Hold	1,459	–	–	0.04%	330
2020 Q4	$53K	Buy	+1,459	New	+$52.2K	0.05%	284

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accel Wealth Management's IAU Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 1,550 shares — an estimated $57.9K sold.

Accel Wealth Management first reported a position in IAU in Q4 2020 and held it in 10 quarters. The position peaked at $57.9K in Q1 2023. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

Accel Wealth Management reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,550 iShares Gold Trust shares in Q2 2023, an estimated $57.9K.
Accel Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Gold Trust position peaked at $57.9K in Q1 2023.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.