AWS
IAU icon

AJ Wealth Strategies’s iShares Gold Trust IAU Stock Holding History

AJ Wealth Strategies’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 		$31.6M Buy
+867,947
New +$32.5M 1.53% 20
2021
Q1 		– Sell
-23,170
Closed -$840K – 262
2020
Q4 		$840K Sell
23,170
-1,675
-7% -$60K 0.07% 110
2020
Q3 		$894K Buy
+24,845
New +$907K 0.09% 96

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

AJ Wealth Strategies's IAU Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in iShares Gold Trust (IAU) in Q2 2023: 867,947 shares worth $31.6M. The stake represents 1.53% of the portfolio and ranks #20 among its holdings. This is a return to the name: AJ Wealth Strategies previously reported a position in IAU as recently as Q4 2020.

AJ Wealth Strategies first reported a position in IAU in Q3 2020 and has held it in 3 quarters since. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

  • AJ Wealth Strategies held 867,947 shares of iShares Gold Trust worth $31.6M as of Q2 2023.
  • iShares Gold Trust was a new AJ Wealth Strategies position in Q2 2023.
  • iShares Gold Trust made up 1.53% of AJ Wealth Strategies's portfolio in Q2 2023, its #20 holding.
  • AJ Wealth Strategies first reported a position in iShares Gold Trust in Q3 2020 and has held it in 3 quarters since.
  • 1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.