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C.M. Bidwell & Associates’s iShares Gold Trust IAU Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-10,159
Closed -$320K – 513
2022
Q3 		$320K Hold
10,159
– – 0.27% 64
2022
Q2 		$349K Sell
10,159
-3,503
-26% -$125K 0.28% 59
2022
Q1 		$503K Buy
13,662
+2,230
+20% +$79.7K 0.33% 50
2021
Q4 		$398K Hold
11,432
– – 0.24% 65
2021
Q3 		$382K Hold
11,432
– – 0.25% 61
2021
Q2 		$385K Sell
11,432
-2
-0% -$69 0.25% 64
2021
Q1 		$372K Buy
11,434
+1,794
+19% +$61.3K 0.27% 52
2020
Q4 		$350K Hold
9,640
– – 0.29% 50
2020
Q3 		$347K Buy
9,640
+290
+3% +$10.6K 0.32% 53
2020
Q2 		$318K Buy
9,350
+459
+5% +$15K 0.29% 70
2020
Q1 		$268K Buy
8,891
+5,161
+138% +$156K 0.28% 93
2019
Q4 		$108K Hold
3,730
– – 0.1% 154
2019
Q3 		$105K Buy
3,730
+2,228
+148% +$62.8K 0.1% 180
2019
Q2 		$41K Buy
1,502
+170
+13% +$4.26K 0.04% 257
2019
Q1 		$33K Hold
1,332
– – 0.03% 278
2018
Q4 		$33K Hold
1,332
– – 0.04% 271
2018
Q3 		$30K Sell
1,332
-2,250
-63% -$52.3K 0.03% 262
2018
Q2 		$86K Buy
3,582
+1,332
+59% +$33.4K 0.08% 204
2018
Q1 		$57K Hold
2,250
– – 0.05% 235
2017
Q4 		$56K Buy
+2,250
New +$55.2K 0.05% 243

Other funds holding IAU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $175B AUM 40.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

C.M. Bidwell & Associates's IAU Position: Q4 2022 in Review

C.M. Bidwell & Associates sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 10,159 shares — an estimated $320K sold.

C.M. Bidwell & Associates first reported a position in IAU in Q4 2017 and held it in 20 quarters. The position peaked at $503K in Q1 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • C.M. Bidwell & Associates reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 10,159 iShares Gold Trust shares in Q4 2022, an estimated $320K.
  • C.M. Bidwell & Associates first reported a position in iShares Gold Trust in Q4 2017 and held it in 20 quarters.
  • C.M. Bidwell & Associates's iShares Gold Trust position peaked at $503K in Q1 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.