Bray Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Bray Capital 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 Q4	$6.19K	Hold	125	–	–	﹤0.01%	236
2024 Q3	$6.21K	Hold	125	–	–	﹤0.01%	237
2024 Q2	$5.49K	Hold	125	–	–	﹤0.01%	236
2024 Q1	$5.25K	Hold	125	–	–	﹤0.01%	242
2023 Q4	$4.88K	Hold	125	–	–	﹤0.01%	241
2023 Q3	$4.37K	Hold	125	–	–	﹤0.01%	243
2023 Q2	$4.55K	Hold	125	–	–	﹤0.01%	243
2023 Q1	$4.67K	Hold	125	–	–	﹤0.01%	250
2022 Q4	$4.32K	Hold	125	–	–	﹤0.01%	253
2022 Q3	$4K	Hold	125	–	–	﹤0.01%	271
2022 Q2	$4K	Hold	125	–	–	﹤0.01%	257
2022 Q1	$5K	Hold	125	–	–	﹤0.01%	261
2021 Q4	$4K	Hold	125	–	–	﹤0.01%	264
2021 Q3	$4K	Hold	125	–	–	﹤0.01%	259
2021 Q2	$4K	Hold	125	–	–	﹤0.01%	256
2021 Q1	$4K	Hold	125	–	–	﹤0.01%	256
2020 Q4	$5K	Hold	125	–	–	﹤0.01%	253
2020 Q3	$4K	Hold	125	–	–	﹤0.01%	247
2020 Q2	$4K	Hold	125	–	–	﹤0.01%	251
2020 Q1	$4K	Hold	125	–	–	﹤0.01%	250
2019 Q4	$4K	Hold	125	–	–	﹤0.01%	258
2019 Q3	$4K	Hold	125	–	–	﹤0.01%	308
2019 Q2	$3K	Hold	125	–	–	﹤0.01%	333
2019 Q1	$3K	Hold	125	–	–	﹤0.01%	325
2018 Q4	$3K	Hold	125	–	–	﹤0.01%	318
2018 Q3	$3K	Hold	125	–	–	﹤0.01%	334
2018 Q2	$3K	Hold	125	–	–	﹤0.01%	334
2018 Q1	$3K	Buy	+125	New	+$3.19K	﹤0.01%	335
2015 Q4	–	Sell	-79,010	Closed	-$1.7M	–	204
2015 Q3	$1.7M	Sell	79,010 -165	-0.2%	-$3.59K	1.08%	30
2015 Q2	$1.8M	Buy	79,175 +2,600	+3%	+$60K	1.03%	29
2015 Q1	$1.75M	Buy	76,575 +165	+0.2%	+$3.89K	1.04%	34
2014 Q4	$1.75M	Buy	+76,410	New	+$1.78M	1.13%	28

Other funds holding IAU

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Bray Capital Advisors's IAU Position: Q4 2024 in Review

Bray Capital Advisors held its iShares Gold Trust (IAU) position steady in Q4 2024 at 125 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Bray Capital Advisors first reported a position in IAU in Q4 2014 and has held it in 32 quarters since. The position peaked at $1.8M in Q2 2015. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

Bray Capital Advisors held 125 shares of iShares Gold Trust worth $6.19K as of Q4 2024.
Bray Capital Advisors left its iShares Gold Trust share count unchanged in Q4 2024.
iShares Gold Trust made up ﹤0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #236 holding.
Bray Capital Advisors first reported a position in iShares Gold Trust in Q4 2014 and has held it in 32 quarters since.
Bray Capital Advisors's iShares Gold Trust position peaked at $1.8M in Q2 2015.
1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.