Altium Wealth Management’s iShares Gold Trust IAU Stock Holding History

Altium Wealth Management’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 Q2	$283K	Hold	8,259	–	–	0.02%	307
2022 Q1	$304K	Sell	8,259 -471	-5%	-$16.8K	0.02%	321
2021 Q4	$304K	Buy	8,730 +943	+12%	+$32.2K	0.02%	320
2021 Q3	$260K	Hold	7,787	–	–	0.02%	326
2021 Q2	$262K	Sell	7,787 -619	-7%	-$21.4K	0.02%	334
2021 Q1	$273K	Sell	8,406 -8,383	-50%	-$286K	0.02%	313
2020 Q4	$609K	Hold	16,789	–	–	0.05%	162
2020 Q3	$604K	Sell	16,789 -37	-0.2%	-$1.35K	0.06%	135
2020 Q2	$572K	Buy	+16,826	New	+$551K	0.06%	141
2020 Q1	–	Sell	-5,666	Closed	-$164K	–	343
2019 Q4	$164K	Sell	5,666 -65	-1%	-$1.84K	0.02%	273
2019 Q3	$162K	Sell	5,731 -1,089	-16%	-$30.7K	0.02%	273
2019 Q2	$184K	Buy	6,820 +1,055	+18%	+$26.4K	0.03%	263
2019 Q1	$143K	Buy	5,765 +37	+0.6%	+$924	0.02%	268
2018 Q4	$141K	Sell	5,728 -261	-4%	-$6.14K	0.03%	250
2018 Q3	$137K	Buy	5,989 +21	+0.4%	+$488	0.03%	286
2018 Q2	$143K	Sell	5,968 -785	-12%	-$19.7K	0.04%	257
2018 Q1	$172K	Sell	6,753 -341	-5%	-$8.71K	0.07%	163
2017 Q4	$178K	Buy	+7,094	New	+$174K	0.08%	154

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altium Wealth Management's IAU Position: Q2 2022 in Review

Altium Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2022 at 8,259 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #307.

Altium Wealth Management first reported a position in IAU in Q4 2017 and has held it in 18 quarters since. The position peaked at $609K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

Altium Wealth Management held 8,259 shares of iShares Gold Trust worth $283K as of Q2 2022.
Altium Wealth Management left its iShares Gold Trust share count unchanged in Q2 2022.
iShares Gold Trust made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #307 holding.
Altium Wealth Management first reported a position in iShares Gold Trust in Q4 2017 and has held it in 18 quarters since.
Altium Wealth Management's iShares Gold Trust position peaked at $609K in Q4 2020.
1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.