Benedetti & Gucer’s iShares Gold Trust IAU Stock Holding History

Benedetti & Gucer’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	$367K	Sell	8,725 -2,827	-24%	-$111K	0.18%	94
2023 Q4	$451K	Sell	11,552 -512	-4%	-$19.2K	0.24%	79
2023 Q3	$422K	Hold	12,064	–	–	0.23%	78
2023 Q2	$439K	Buy	12,064 +450	+4%	+$16.9K	0.23%	78
2023 Q1	$434K	Buy	11,614 +2,327	+25%	+$83.5K	0.25%	78
2022 Q4	$321K	Hold	9,287	–	–	0.24%	69
2022 Q3	$293K	Sell	9,287 -2,467	-21%	-$80.8K	0.23%	63
2022 Q2	$402K	Buy	11,754 +2,852	+32%	+$101K	0.27%	53
2022 Q1	$327K	Buy	+8,902	New	+$318K	0.22%	66

Other funds holding IAU

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Benedetti & Gucer's IAU Position: Q1 2024 in Review

Benedetti & Gucer reduced its iShares Gold Trust (IAU) stake by 24% in Q1 2024, selling an estimated $111K and leaving 8,725 shares worth $367K. The position accounts for 0.18% of the portfolio, ranked #94.

Benedetti & Gucer first reported a position in IAU in Q1 2022 and has held it in 9 quarters since. The position peaked at $451K in Q4 2023. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

Benedetti & Gucer held 8,725 shares of iShares Gold Trust worth $367K as of Q1 2024.
Benedetti & Gucer sold 2,827 iShares Gold Trust shares in Q1 2024, an estimated $111K.
iShares Gold Trust made up 0.18% of Benedetti & Gucer's portfolio in Q1 2024, its #94 holding.
Benedetti & Gucer first reported a position in iShares Gold Trust in Q1 2022 and has held it in 9 quarters since.
Benedetti & Gucer's iShares Gold Trust position peaked at $451K in Q4 2023.
1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.