Alpha Square Group S’s iShares Gold Trust IAU Stock Holding History

Alpha Square Group S’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 Q4	–	Sell	-3,817	Closed	-$590K	–	45
2022 Q3	$590K	Buy	+3,817	New	+$125K	0.27%	40

Other funds holding IAU

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alpha Square Group S's IAU Position: Q4 2022 in Review

Alpha Square Group S sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 3,817 shares — an estimated $590K sold.

Alpha Square Group S first reported a position in IAU in Q3 2022 and held it in 1 quarter. The position peaked at $590K in Q3 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

Alpha Square Group S reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
Alpha Square Group S sold 3,817 iShares Gold Trust shares in Q4 2022, an estimated $590K.
Alpha Square Group S first reported a position in iShares Gold Trust in Q3 2022 and held it in 1 quarter.
Alpha Square Group S's iShares Gold Trust position peaked at $590K in Q3 2022.
1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Alpha Square Group S's 13F filing for Q4 2022, filed 14 Feb 2023.