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Bartlett & Co’s iShares Gold Trust IAU Stock Holding History

Bartlett & Co’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 		$58K Hold
1,473
– – ﹤0.01% 675
2023
Q3 		$52K Buy
1,473
+191
+15% +$6.97K ﹤0.01% 660
2023
Q2 		$47K Hold
1,282
– – ﹤0.01% 683
2023
Q1 		$48K Hold
1,282
– – ﹤0.01% 574
2022
Q4 		$44K Sell
1,282
-956
-43% -$31.4K ﹤0.01% 599
2022
Q3 		$71K Buy
2,238
+990
+79% +$32.4K ﹤0.01% 505
2022
Q2 		$43K Hold
1,248
– – ﹤0.01% 592
2022
Q1 		$46K Buy
+1,248
New +$44.6K ﹤0.01% 594

Other funds holding IAU

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

Bartlett & Co's IAU Position: Q4 2023 in Review

Bartlett & Co held its iShares Gold Trust (IAU) position steady in Q4 2023 at 1,473 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Bartlett & Co first reported a position in IAU in Q1 2022 and has held it in 8 quarters since. The position peaked at $71K in Q3 2022. 1,148 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

  • Bartlett & Co held 1,473 shares of iShares Gold Trust worth $58K as of Q4 2023.
  • Bartlett & Co left its iShares Gold Trust share count unchanged in Q4 2023.
  • iShares Gold Trust made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #675 holding.
  • Bartlett & Co first reported a position in iShares Gold Trust in Q1 2022 and has held it in 8 quarters since.
  • Bartlett & Co's iShares Gold Trust position peaked at $71K in Q3 2022.
  • 1,148 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.