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Better Money Decisions’s iShares Gold Trust IAU Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-600
Closed -$21K – 216
2022
Q2 		$21K Buy
+600
New +$21.3K 0.02% 218
2021
Q4 		– Sell
-600
Closed -$20K – 289
2021
Q3 		$20K Hold
600
– – 0.02% 276
2021
Q2 		$20K Hold
600
– – 0.02% 269
2021
Q1 		$20K Buy
+600
New +$20.5K 0.02% 224

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Better Money Decisions's IAU Position: Q3 2022 in Review

Better Money Decisions sold out of iShares Gold Trust (IAU) in Q3 2022, closing a stake of 600 shares — an estimated $21K sold.

Better Money Decisions first reported a position in IAU in Q1 2021 and held it in 4 quarters. The position peaked at $21K in Q2 2022. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

  • Better Money Decisions reported no remaining iShares Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 600 iShares Gold Trust shares in Q3 2022, an estimated $21K.
  • Better Money Decisions first reported a position in iShares Gold Trust in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's iShares Gold Trust position peaked at $21K in Q2 2022.
  • 959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.