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Brown, Lisle/Cummings’s iShares Gold Trust IAU Stock Holding History

Brown, Lisle/Cummings’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
Q2 		– Sell
-25
Closed -$921 – 486
2022
Q1 		$921 Hold
25
– – ﹤0.01% 467
2021
Q4 		$870 Buy
+25
New +$854 ﹤0.01% 443

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brown, Lisle/Cummings's IAU Position: Q2 2022 in Review

Brown, Lisle/Cummings sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 25 shares — an estimated $921 sold.

Brown, Lisle/Cummings first reported a position in IAU in Q4 2021 and held it in 2 quarters. The position peaked at $921 in Q1 2022. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

  • Brown, Lisle/Cummings reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 25 iShares Gold Trust shares in Q2 2022, an estimated $921.
  • Brown, Lisle/Cummings first reported a position in iShares Gold Trust in Q4 2021 and held it in 2 quarters.
  • Brown, Lisle/Cummings's iShares Gold Trust position peaked at $921 in Q1 2022.
  • 1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2022, filed 1 Jul 2024.