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Carmichael Hill & Associates’s iShares Gold Trust IAU Stock Holding History

Carmichael Hill & 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
2024
Q3 		$126K Buy
2,532
+1,385
+121% +$64.8K 0.04% 235
2024
Q2 		$50.4K Hold
1,147
– – 0.02% 342
2024
Q1 		$48.2K Hold
1,147
– – 0.02% 355
2023
Q4 		$44.8K Sell
1,147
-316
-22% -$11.8K 0.02% 363
2023
Q3 		$51.2K Sell
1,463
-500
-25% -$18.2K 0.02% 328
2023
Q2 		$71.4K Hold
1,963
– – 0.03% 282
2023
Q1 		$73.4K Hold
1,963
– – 0.04% 262
2022
Q4 		$67.9K Hold
1,963
– – 0.03% 287
2022
Q3 		$62K Buy
1,963
+257
+15% +$8.42K 0.03% 297
2022
Q2 		$59K Buy
1,706
+316
+23% +$11.2K 0.03% 305
2022
Q1 		$51K Hold
1,390
– – 0.02% 355
2021
Q4 		$48K Hold
1,390
– – 0.02% 374
2021
Q3 		$46K Hold
1,390
– – 0.02% 360
2021
Q2 		$47K Buy
1,390
+3
+0.2% +$104 0.02% 362
2021
Q1 		$45K Buy
1,387
+312
+29% +$10.7K 0.02% 355
2020
Q4 		$39K Hold
1,075
– – 0.02% 357
2020
Q3 		$39K Buy
1,075
+500
+87% +$18.3K 0.03% 328
2020
Q2 		$20K Hold
575
– – 0.01% 412
2020
Q1 		$17K Hold
575
– – 0.01% 388
2019
Q4 		$17K Buy
+575
New +$16.3K 0.01% 417

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carmichael Hill & Associates's IAU Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares Gold Trust (IAU) stake by 121% in Q3 2024, buying an estimated $64.8K and bringing the position to 2,532 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #235.

Carmichael Hill & Associates first reported a position in IAU in Q4 2019 and has held it in 20 quarters since. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • Carmichael Hill & Associates held 2,532 shares of iShares Gold Trust worth $126K as of Q3 2024.
  • Carmichael Hill & Associates bought 1,385 iShares Gold Trust shares in Q3 2024, an estimated $64.8K.
  • iShares Gold Trust made up 0.04% of Carmichael Hill & Associates's portfolio in Q3 2024, its #235 holding.
  • Carmichael Hill & Associates first reported a position in iShares Gold Trust in Q4 2019 and has held it in 20 quarters since.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.