BDO Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

BDO Wealth 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
2023 Q2	$568K	Buy	15,622 +815	+6%	+$30.6K	0.07%	165
2023 Q1	$553K	Hold	14,807	–	–	0.07%	161
2022 Q4	$512K	Hold	14,807	–	–	0.06%	173
2022 Q3	$467K	Hold	14,807	–	–	0.06%	172
2022 Q2	$508K	Hold	14,807	–	–	0.06%	168
2022 Q1	$545K	Hold	14,807	–	–	0.06%	175
2021 Q4	$515K	Buy	14,807 +6,925	+88%	+$237K	0.05%	184
2021 Q3	$263K	Hold	7,882	–	–	0.03%	246
2021 Q2	$266K	Sell	7,882 -1	-0%	-$35	0.03%	252
2021 Q1	$256K	Hold	7,883	–	–	0.03%	252
2020 Q4	$286K	Hold	7,883	–	–	0.04%	202
2020 Q3	$284K	Sell	7,883 -500	-6%	-$18.3K	0.05%	183
2020 Q2	$285K	Hold	8,383	–	–	0.05%	181
2020 Q1	$253K	Buy	8,383 +4,483	+115%	+$136K	0.05%	181
2019 Q4	$113K	Hold	3,900	–	–	0.03%	237
2019 Q3	$110K	Hold	3,900	–	–	0.03%	245
2019 Q2	$105K	Sell	3,900 -350	-8%	-$8.77K	0.03%	241
2019 Q1	$105K	Hold	4,250	–	–	0.03%	220
2018 Q4	$104K	Hold	4,250	–	–	0.04%	199
2018 Q3	$97K	Hold	4,250	–	–	0.03%	218
2018 Q2	$102K	Sell	4,250 -263	-6%	-$6.59K	0.03%	215
2018 Q1	$115K	Buy	4,513 +2,513	+126%	+$64.2K	0.04%	172
2017 Q4	$50K	Hold	2,000	–	–	0.02%	214
2017 Q3	$49K	Sell	2,000 -2,843	-59%	-$69.9K	0.02%	198
2017 Q2	$116K	Buy	+4,843	New	+$117K	0.05%	158

Other funds holding IAU

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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 Greenwood Village, Colorado $38.5B AUM 18.4% 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

BDO Wealth Advisors's IAU Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Gold Trust (IAU) stake by 5.5% in Q2 2023, buying an estimated $30.6K and bringing the position to 15,622 shares worth $568K. The position accounts for 0.07% of the portfolio, ranked #165.

BDO Wealth Advisors first reported a position in IAU in Q2 2017 and has held it in 25 quarters since. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

BDO Wealth Advisors held 15,622 shares of iShares Gold Trust worth $568K as of Q2 2023.
BDO Wealth Advisors bought 815 iShares Gold Trust shares in Q2 2023, an estimated $30.6K.
iShares Gold Trust made up 0.07% of BDO Wealth Advisors's portfolio in Q2 2023, its #165 holding.
BDO Wealth Advisors first reported a position in iShares Gold Trust in Q2 2017 and has held it in 25 quarters since.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.