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Castle Financial & Retirement Planning Associates’s iShares Gold Trust IAU Stock Holding History

Castle Financial & Retirement Planning 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
2021
Q4 		$225K Buy
+6,467
New +$221K 0.76% 21

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $154B AUM 29.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's IAU Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in iShares Gold Trust (IAU) in Q4 2021: 6,467 shares worth $225K. The stake represents 0.76% of the portfolio and ranks #21 among its holdings.

982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 6,467 shares of iShares Gold Trust worth $225K as of Q4 2021.
  • iShares Gold Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • iShares Gold Trust made up 0.76% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #21 holding.
  • 982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.