Brown Miller Wealth Management’s iShares Gold Trust IAU Stock Holding History

Brown Miller 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
2023 Q2	–	Sell	-5,360	Closed	-$200K	–	123
2023 Q1	$200K	Buy	+5,360	New	+$192K	0.12%	117
2022 Q3	–	Sell	-5,860	Closed	-$201K	–	114
2022 Q2	$201K	Sell	5,860 -1,530	-21%	-$54.4K	0.14%	112
2022 Q1	$272K	Sell	7,390 -200	-3%	-$7.14K	0.16%	101
2021 Q4	$264K	Hold	7,590	–	–	0.15%	105
2021 Q3	$253K	Hold	7,590	–	–	0.16%	105
2021 Q2	$255K	Buy	7,590 +1,450	+24%	+$50.1K	0.16%	102
2021 Q1	$200K	Buy	+6,140	New	+$210K	0.14%	114

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brown Miller Wealth Management's IAU Position: Q2 2023 in Review

Brown Miller Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 5,360 shares — an estimated $200K sold.

Brown Miller Wealth Management first reported a position in IAU in Q1 2021 and held it in 7 quarters. The position peaked at $272K in Q1 2022. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

Brown Miller Wealth Management reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
Brown Miller Wealth Management sold 5,360 iShares Gold Trust shares in Q2 2023, an estimated $200K.
Brown Miller Wealth Management first reported a position in iShares Gold Trust in Q1 2021 and held it in 7 quarters.
Brown Miller Wealth Management's iShares Gold Trust position peaked at $272K in Q1 2022.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Brown Miller Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.