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Axiom Advisory’s iShares Gold Trust IAU Stock Holding History

Axiom Advisory’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
Q3 		$4.97M Sell
106,340
-5,863
-5% -$274K 0.05% 61
2024
Q2 		$4.96M Buy
+112,203
New +$4.96M 0.05% 58

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axiom Advisory's IAU Position: Q3 2024 in Review

Axiom Advisory reduced its iShares Gold Trust (IAU) stake by 5.2% in Q3 2024, selling an estimated $274K and leaving 106,340 shares worth $4.97M. The position accounts for 0.05% of the portfolio, ranked #61.

Axiom Advisory first reported a position in IAU in Q2 2024 and has held it in 2 quarters since. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • Axiom Advisory held 106,340 shares of iShares Gold Trust worth $4.97M as of Q3 2024.
  • Axiom Advisory sold 5,863 iShares Gold Trust shares in Q3 2024, an estimated $274K.
  • iShares Gold Trust made up 0.05% of Axiom Advisory's portfolio in Q3 2024, its #61 holding.
  • Axiom Advisory first reported a position in iShares Gold Trust in Q2 2024 and has held it in 2 quarters since.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.