Capital Directions Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Capital Directions Investment 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
2022 Q4	$173	Buy	+5	New	+$164	﹤0.01%	233

Other funds holding IAU

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Directions Investment Advisors's IAU Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares Gold Trust (IAU) in Q4 2022: 5 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #233 among its holdings.

1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

Capital Directions Investment Advisors held 5 shares of iShares Gold Trust worth $173 as of Q4 2022.
iShares Gold Trust was a new Capital Directions Investment Advisors position in Q4 2022.
iShares Gold Trust made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #233 holding.
1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.