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

Accurate 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
Q1 		– Sell
-938
Closed -$33.4K – 785
2022
Q4 		$33.4K Buy
+938
New +$30.8K 0.01% 547
2022
Q2 		– Sell
-6,454
Closed -$238K – 171
2022
Q1 		$238K Buy
+6,454
New +$231K 0.11% 147

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accurate Wealth Management's IAU Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 938 shares — an estimated $33.4K sold.

Accurate Wealth Management first reported a position in IAU in Q1 2022 and held it in 2 quarters. The position peaked at $238K in Q1 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 938 iShares Gold Trust shares in Q1 2023, an estimated $33.4K.
  • Accurate Wealth Management first reported a position in iShares Gold Trust in Q1 2022 and held it in 2 quarters.
  • Accurate Wealth Management's iShares Gold Trust position peaked at $238K in Q1 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.