Castleview Partners’s iShares Gold Trust IAU Stock Holding History

Castleview Partners’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	–	Sell	-3,541	Closed	-$176K	–	599
2024 Q3	$176K	Buy	3,541 +3,472	+5,032%	+$163K	0.1%	184
2024 Q2	$3.03K	Hold	69	–	–	﹤0.01%	689
2024 Q1	$2.9K	Sell	69 -35	-34%	-$1.37K	﹤0.01%	707
2023 Q4	$4.06K	Buy	104 +69	+197%	+$2.58K	﹤0.01%	604
2023 Q3	$1.23K	Sell	35 -76	-68%	-$2.77K	﹤0.01%	600
2023 Q2	$4.04K	Sell	111 -24,034	-100%	-$901K	﹤0.01%	531
2023 Q1	$902K	Buy	24,145 +149	+0.6%	+$5.35K	0.8%	27
2022 Q4	$830K	Sell	23,996 -4,895	-17%	-$161K	0.81%	25
2022 Q3	$911K	Buy	28,891 +28,731	+17,957%	+$942K	0.87%	21
2022 Q2	$5.82K	Sell	160 -47,244	-100%	-$1.68M	﹤0.01%	520
2022 Q1	$1.75M	Sell	47,404 -1,653,656	-97%	-$59.1M	1.09%	11
2021 Q4	$48.9K	Buy	+1,701,060	New	+$58.1M	0.39%	26
2021 Q2	$1.67M	Buy	+49,465	New	+$1.71M	0.73%	30

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

Castleview Partners's IAU Position: Q4 2024 in Review

Castleview Partners sold out of iShares Gold Trust (IAU) in Q4 2024, closing a stake of 3,541 shares — an estimated $176K sold.

Castleview Partners first reported a position in IAU in Q2 2021 and held it in 13 quarters. The position peaked at $1.75M in Q1 2022. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

Castleview Partners reported no remaining iShares Gold Trust position as of Q4 2024 after selling out during the quarter.
Castleview Partners sold 3,541 iShares Gold Trust shares in Q4 2024, an estimated $176K.
Castleview Partners first reported a position in iShares Gold Trust in Q2 2021 and held it in 13 quarters.
Castleview Partners's iShares Gold Trust position peaked at $1.75M in Q1 2022.
1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.