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Balanced Rock Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Balanced Rock Investment Advisors’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
Q1 		– Sell
-13,491
Closed -$527K – 91
2023
Q4 		$527K Buy
+13,491
New +$505K 0.47% 55

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Balanced Rock Investment Advisors's IAU Position: Q1 2024 in Review

Balanced Rock Investment Advisors sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 13,491 shares — an estimated $527K sold.

Balanced Rock Investment Advisors first reported a position in IAU in Q4 2023 and held it in 1 quarter. The position peaked at $527K in Q4 2023. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Balanced Rock Investment Advisors reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Balanced Rock Investment Advisors sold 13,491 iShares Gold Trust shares in Q1 2024, an estimated $527K.
  • Balanced Rock Investment Advisors first reported a position in iShares Gold Trust in Q4 2023 and held it in 1 quarter.
  • Balanced Rock Investment Advisors's iShares Gold Trust position peaked at $527K in Q4 2023.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.