Cassady Schiller Wealth Management’s iShares Gold Trust IAU Stock Holding History

Cassady Schiller 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
2024 Q4	$17K	Hold	343	–	–	0.01%	296
2024 Q3	$17K	Hold	343	–	–	0.01%	283
2024 Q2	$15.1K	Buy	343 +168	+96%	+$7.42K	0.01%	292
2024 Q1	$7.35K	Buy	+175	New	+$6.86K	﹤0.01%	351
2022 Q1	–	Sell	-256	Closed	-$9K	–	325
2021 Q4	$9K	Buy	+256	New	+$8.75K	0.01%	321

Other funds holding IAU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cassady Schiller Wealth Management's IAU Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares Gold Trust (IAU) position steady in Q4 2024 at 343 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #296.

Cassady Schiller Wealth Management first reported a position in IAU in Q4 2021 and has held it in 5 quarters since. The position peaked at $17K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

Cassady Schiller Wealth Management held 343 shares of iShares Gold Trust worth $17K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares Gold Trust share count unchanged in Q4 2024.
iShares Gold Trust made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #296 holding.
Cassady Schiller Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 5 quarters since.
Cassady Schiller Wealth Management's iShares Gold Trust position peaked at $17K in Q3 2024.
1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.