Advanced Research Investment Solutions’s iShares Gold Trust IAU Stock Holding History

Advanced Research Investment Solutions’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 Q1	–	Sell	-25,405	Closed	-$992K	–	14
2023 Q4	$992K	Sell	25,405 -2,345	-8%	-$87.7K	0.62%	14
2023 Q3	$971K	Hold	27,750	–	–	0.63%	14
2023 Q2	$1.01M	Hold	27,750	–	–	0.58%	14
2023 Q1	$1.04M	Hold	27,750	–	–	0.59%	16
2022 Q4	$960K	Hold	27,750	–	–	0.6%	17
2022 Q3	$875K	Hold	27,750	–	–	0.54%	15
2022 Q2	$952K	Sell	27,750 -100	-0.4%	-$3.56K	0.53%	14
2022 Q1	$1.03M	Buy	27,850 +100	+0.4%	+$3.57K	0.43%	16
2021 Q4	$965K	Hold	27,750	–	–	0.35%	19
2021 Q3	$927K	Hold	27,750	–	–	0.47%	14
2021 Q2	$935K	Sell	27,750 -303	-1%	-$10.5K	0.84%	9
2021 Q1	$912K	Sell	28,053 -100	-0.4%	-$3.42K	1.06%	3
2020 Q4	$1.02M	Hold	28,153	–	–	1.53%	4
2020 Q3	$1.01M	Hold	28,153	–	–	1.86%	3
2020 Q2	$957K	Hold	28,153	–	–	2.47%	4
2020 Q1	$849K	Sell	28,153 -175	-0.6%	-$5.29K	2.68%	3
2019 Q4	$822K	Buy	+28,328	New	+$803K	6.4%	4

Other funds holding IAU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advanced Research Investment Solutions's IAU Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 25,405 shares — an estimated $992K sold.

Advanced Research Investment Solutions first reported a position in IAU in Q4 2019 and held it in 17 quarters. The position peaked at $1.04M in Q1 2023. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

Advanced Research Investment Solutions reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
Advanced Research Investment Solutions sold 25,405 iShares Gold Trust shares in Q1 2024, an estimated $992K.
Advanced Research Investment Solutions first reported a position in iShares Gold Trust in Q4 2019 and held it in 17 quarters.
Advanced Research Investment Solutions's iShares Gold Trust position peaked at $1.04M in Q1 2023.
1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.