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Annapolis Financial Services’s iShares Gold Trust IAU Stock Holding History

Annapolis Financial Services’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 		– Sell
-46
Closed -$1.72K – 490
2023
Q1 		$1.72K Buy
+46
New +$1.65K ﹤0.01% 406

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

Annapolis Financial Services's IAU Position: Q2 2023 in Review

Annapolis Financial Services sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 46 shares — an estimated $1.72K sold.

Annapolis Financial Services first reported a position in IAU in Q1 2023 and held it in 1 quarter. The position peaked at $1.72K in Q1 2023. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

  • Annapolis Financial Services reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 46 iShares Gold Trust shares in Q2 2023, an estimated $1.72K.
  • Annapolis Financial Services first reported a position in iShares Gold Trust in Q1 2023 and held it in 1 quarter.
  • Annapolis Financial Services's iShares Gold Trust position peaked at $1.72K in Q1 2023.
  • 1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Annapolis Financial Services's 13F filing for Q2 2023, filed 18 Jul 2023.