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Axim Planning & Wealth’s iShares Gold Trust IAU Stock Holding History

Axim Planning & Wealth’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
-103
Closed -$3K – 90
2022
Q3 		$3K Buy
103
+7
+7% +$229 ﹤0.01% 144
2022
Q2 		$3K Buy
+96
New +$3.42K ﹤0.01% 116

Other funds holding IAU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axim Planning & Wealth's IAU Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 103 shares — an estimated $3K sold.

Axim Planning & Wealth first reported a position in IAU in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 103 iShares Gold Trust shares in Q4 2022, an estimated $3K.
  • Axim Planning & Wealth first reported a position in iShares Gold Trust in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares Gold Trust position peaked at $3K in Q3 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.