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Access Investment Management’s iShares Gold Trust IAU Stock Holding History

Access Investment 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
2024
Q4 		$696K Hold
14,052
– – 0.2% 62
2024
Q3 		$698K Hold
14,052
– – 0.21% 64
2024
Q2 		$617K Hold
14,052
– – 0.2% 62
2024
Q1 		$590K Hold
14,052
– – 0.19% 66
2023
Q4 		$548K Buy
+14,052
New +$526K 0.2% 60

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Access Investment Management's IAU Position: Q4 2024 in Review

Access Investment Management held its iShares Gold Trust (IAU) position steady in Q4 2024 at 14,052 shares worth $696K. The position accounts for 0.2% of the portfolio, ranked #62.

Access Investment Management first reported a position in IAU in Q4 2023 and has held it in 5 quarters since. The position peaked at $698K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Access Investment Management held 14,052 shares of iShares Gold Trust worth $696K as of Q4 2024.
  • Access Investment Management left its iShares Gold Trust share count unchanged in Q4 2024.
  • iShares Gold Trust made up 0.2% of Access Investment Management's portfolio in Q4 2024, its #62 holding.
  • Access Investment Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 5 quarters since.
  • Access Investment Management's iShares Gold Trust position peaked at $698K in Q3 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Access Investment Management's 13F filing for Q4 2024, filed 4 Feb 2025.