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BBJS Financial Advisors’s iShares Gold Trust IAU Stock Holding History

BBJS Financial 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
Q3 		$9.94K Hold
200
– – ﹤0.01% 112
2024
Q2 		$8.79K Hold
200
– – ﹤0.01% 132
2024
Q1 		$8.4K Hold
200
– – ﹤0.01% 99
2023
Q4 		$7.81K Hold
200
– – ﹤0.01% 93
2023
Q3 		$7K Hold
200
– – ﹤0.01% 97
2023
Q2 		$7.28K Buy
200
+100
+100% +$3.75K ﹤0.01% 92
2023
Q1 		$3.74K Sell
100
-90,710
-100% -$3.26M ﹤0.01% 102
2022
Q4 		$3.14M Buy
+90,810
New +$2.98M 1.42% 20

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

BBJS Financial Advisors's IAU Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares Gold Trust (IAU) position steady in Q3 2024 at 200 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #112.

BBJS Financial Advisors first reported a position in IAU in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.14M in Q4 2022. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • BBJS Financial Advisors held 200 shares of iShares Gold Trust worth $9.94K as of Q3 2024.
  • BBJS Financial Advisors left its iShares Gold Trust share count unchanged in Q3 2024.
  • iShares Gold Trust made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #112 holding.
  • BBJS Financial Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 8 quarters since.
  • BBJS Financial Advisors's iShares Gold Trust position peaked at $3.14M in Q4 2022.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.