Birchcreek Wealth Management’s iShares Gold Trust IAU Stock Holding History

Birchcreek Wealth Management’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 Q2	–	Sell	-9,803	Closed	-$412K	–	161
2024 Q1	$412K	Sell	9,803 -699	-7%	-$27.4K	0.22%	96
2023 Q4	$410K	Sell	10,502 -6,544	-38%	-$245K	0.25%	87
2023 Q3	$596K	Sell	17,046 -17,231	-50%	-$629K	0.4%	65
2023 Q2	$1.25M	Sell	34,277 -4,396	-11%	-$165K	0.87%	31
2023 Q1	$1.45M	Sell	38,673 -7,068	-15%	-$254K	1.14%	22
2022 Q4	$1.58M	Buy	45,741 +433	+1%	+$14.2K	1.41%	18
2022 Q3	$1.43M	Buy	45,308 +4,426	+11%	+$145K	1.32%	19
2022 Q2	$1.4M	Buy	+40,882	New	+$1.45M	1.26%	23
2022 Q1	–	Sell	-31,777	Closed	-$1.11M	–	117
2021 Q4	$1.11M	Sell	31,777 -873	-3%	-$29.8K	0.96%	29
2021 Q3	$1.09M	Buy	+32,650	New	+$1.11M	1.02%	25
2021 Q2	–	Sell	-27,362	Closed	-$890K	–	121
2021 Q1	$890K	Sell	27,362 -5,586	-17%	-$191K	0.94%	30
2020 Q4	$1.19M	Buy	+32,948	New	+$1.18M	1.17%	23

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Birchcreek Wealth Management's IAU Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2024, closing a stake of 9,803 shares — an estimated $412K sold.

Birchcreek Wealth Management first reported a position in IAU in Q4 2020 and held it in 12 quarters. The position peaked at $1.58M in Q4 2022. 1,170 funds tracked by Wall St. Rank hold IAU as of Q2 2024.

Birchcreek Wealth Management reported no remaining iShares Gold Trust position as of Q2 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 9,803 iShares Gold Trust shares in Q2 2024, an estimated $412K.
Birchcreek Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and held it in 12 quarters.
Birchcreek Wealth Management's iShares Gold Trust position peaked at $1.58M in Q4 2022.
1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.