ASFA
IAU icon

All Season Financial Advisors’s iShares Gold Trust IAU Stock Holding History

All Season Financial Advisors’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
-42,420
Closed -$1.66M – 111
2023
Q4 		$1.66M Buy
+42,420
New +$1.59M 1.41% 21
2022
Q2 		– Sell
-36,702
Closed -$1.35M – 140
2022
Q1 		$1.35M Sell
36,702
-38,544
-51% -$1.38M 0.96% 27
2021
Q4 		$2.62M Sell
75,246
-2,363
-3% -$80.8K 1.82% 16
2021
Q3 		$2.59M Sell
77,609
-8,125
-9% -$277K 2.09% 14
2021
Q2 		$2.89M Buy
+85,734
New +$2.96M 2.07% 15

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

All Season Financial Advisors's IAU Position: Q1 2024 in Review

All Season Financial Advisors sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 42,420 shares — an estimated $1.66M sold.

All Season Financial Advisors first reported a position in IAU in Q2 2021 and held it in 5 quarters. The position peaked at $2.89M in Q2 2021. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • All Season Financial Advisors reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
  • All Season Financial Advisors sold 42,420 iShares Gold Trust shares in Q1 2024, an estimated $1.66M.
  • All Season Financial Advisors first reported a position in iShares Gold Trust in Q2 2021 and held it in 5 quarters.
  • All Season Financial Advisors's iShares Gold Trust position peaked at $2.89M in Q2 2021.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on All Season Financial Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.