Bank of New Hampshire’s iShares Gold Trust IAU Stock Holding History

Bank of New Hampshire’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 Q4	–	Sell	-165	Closed	-$5.77K	–	491
2023 Q3	$5.77K	Hold	165	–	–	﹤0.01%	439
2023 Q2	$6K	Hold	165	–	–	﹤0.01%	453
2023 Q1	$6.17K	Hold	165	–	–	﹤0.01%	448
2022 Q4	$6K	Hold	165	–	–	﹤0.01%	456
2022 Q3	$5K	Hold	165	–	–	﹤0.01%	473
2022 Q2	$6K	Buy	+165	New	+$5.87K	﹤0.01%	472

Other funds holding IAU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New Hampshire's IAU Position: Q4 2023 in Review

Bank of New Hampshire sold out of iShares Gold Trust (IAU) in Q4 2023, closing a stake of 165 shares — an estimated $5.77K sold.

Bank of New Hampshire first reported a position in IAU in Q2 2022 and held it in 6 quarters. The position peaked at $6.17K in Q1 2023. 1,150 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

Bank of New Hampshire reported no remaining iShares Gold Trust position as of Q4 2023 after selling out during the quarter.
Bank of New Hampshire sold 165 iShares Gold Trust shares in Q4 2023, an estimated $5.77K.
Bank of New Hampshire first reported a position in iShares Gold Trust in Q2 2022 and held it in 6 quarters.
Bank of New Hampshire's iShares Gold Trust position peaked at $6.17K in Q1 2023.
1,150 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on Bank of New Hampshire's 13F filing for Q4 2023, filed 2 Feb 2024.