Anchor Pointe Wealth Management’s iShares Gold Trust IAU Stock Holding History

Anchor Pointe 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
2024 Q4	$271K	Buy	+5,509	New	+$277K	0.35%	58

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Anchor Pointe Wealth Management's IAU Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares Gold Trust (IAU) in Q4 2024: 5,509 shares worth $271K. The stake represents 0.35% of the portfolio and ranks #58 among its holdings.

1,413 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

Anchor Pointe Wealth Management held 5,509 shares of iShares Gold Trust worth $271K as of Q4 2024.
iShares Gold Trust was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares Gold Trust made up 0.35% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #58 holding.
1,413 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.