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ACG Wealth’s iShares Gold Trust IAU Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-400
Closed -$14K – 583
2022
Q2 		$14K Buy
+400
New +$14.2K ﹤0.01% 641
2021
Q1 		– Sell
-6,050
Closed -$219K – 335
2020
Q4 		$219K Hold
6,050
– – 0.03% 282
2020
Q3 		$218K Buy
+6,050
New +$221K 0.03% 263

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACG Wealth's IAU Position: Q3 2022 in Review

ACG Wealth sold out of iShares Gold Trust (IAU) in Q3 2022, closing a stake of 400 shares — an estimated $14K sold.

ACG Wealth first reported a position in IAU in Q3 2020 and held it in 3 quarters. The position peaked at $219K in Q4 2020. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

  • ACG Wealth reported no remaining iShares Gold Trust position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 400 iShares Gold Trust shares in Q3 2022, an estimated $14K.
  • ACG Wealth first reported a position in iShares Gold Trust in Q3 2020 and held it in 3 quarters.
  • ACG Wealth's iShares Gold Trust position peaked at $219K in Q4 2020.
  • 959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.