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Cetera Advisor Networks’s iShares Gold Trust IAU Stock Holding History

Cetera Advisor Networks’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
Q1 		$19.2M Sell
457,136
-26,742
-6% -$1.05M 0.1% 238
2023
Q4 		$18.9M Sell
483,878
-9,033
-2% -$338K 0.11% 200
2023
Q3 		$17.2M Buy
492,911
+1,772
+0.4% +$64.7K 0.11% 198
2023
Q2 		$17.9M Buy
491,139
+13,320
+3% +$499K 0.12% 180
2023
Q1 		$17.9M Buy
477,819
+19,122
+4% +$686K 0.13% 181
2022
Q4 		$15.9M Buy
458,697
+112,686
+33% +$3.7M 0.13% 190
2022
Q3 		$10.9M Sell
346,011
-135,022
-28% -$4.42M 0.14% 174
2022
Q2 		$16.5M Buy
481,033
+124,059
+35% +$4.41M 0.21% 106
2022
Q1 		$13.1M Sell
356,974
-48,814
-12% -$1.74M 0.16% 141
2021
Q4 		$14.1M Sell
405,788
-11,443
-3% -$391K 0.17% 120
2021
Q3 		$13.9M Sell
417,231
-20,341
-5% -$693K 0.19% 119
2021
Q2 		$14.8M Buy
437,572
+354,577
+427% +$12.3M 0.21% 113
2021
Q1 		$2.7M Buy
82,995
+2,689
+3% +$91.9K 0.06% 298
2020
Q4 		$2.91M Sell
80,306
-44,922
-36% -$1.61M 0.07% 263
2020
Q3 		$4.51M Sell
125,228
-7,599
-6% -$277K 0.12% 176
2020
Q2 		$4.51M Buy
132,827
+20,018
+18% +$656K 0.12% 174
2020
Q1 		$3.4M Buy
112,809
+902
+0.8% +$27.3K 0.11% 183
2019
Q4 		$3.25M Sell
111,907
-5,602
-5% -$159K 0.09% 211
2019
Q3 		$3.32M Buy
117,509
+26,480
+29% +$747K 0.1% 189
2019
Q2 		$2.46M Sell
91,029
-6,916
-7% -$173K 0.08% 234
2019
Q1 		$2.44M Buy
97,945
+7,845
+9% +$196K 0.08% 229
2018
Q4 		$2.22M Sell
90,100
-25,300
-22% -$596K 0.09% 207
2018
Q3 		$2.64M Sell
115,400
-16,011
-12% -$372K 0.09% 189
2018
Q2 		$3.16M Sell
131,411
-80,309
-38% -$2.01M 0.16% 119
2018
Q1 		$5.39M Buy
211,720
+2,200
+1% +$56.2K 0.24% 93
2017
Q4 		$5.24M Buy
209,520
+10,280
+5% +$252K 0.22% 105
2017
Q3 		$4.9M Buy
199,240
+13,611
+7% +$335K 0.22% 100
2017
Q2 		$4.44M Sell
185,629
-10,995
-6% -$266K 0.21% 105
2017
Q1 		$4.72M Buy
196,624
+53,305
+37% +$1.25M 0.22% 101
2016
Q4 		$3.17M Buy
143,319
+30,741
+27% +$721K 0.16% 125
2016
Q3 		$2.86M Buy
112,578
+38,499
+52% +$991K 0.11% 184
2016
Q2 		$1.89M Buy
74,079
+4,612
+7% +$112K 0.11% 190
2016
Q1 		$1.65M Buy
69,467
+23,248
+50% +$532K 0.1% 197
2015
Q4 		$944K Sell
46,219
-75,400
-62% -$1.61M 0.06% 283
2015
Q3 		$2.62M Buy
121,619
+68,400
+129% +$1.49M 0.18% 130
2015
Q2 		$1.21M Hold
53,219
– – 0.08% 256
2015
Q1 		$1.21M Buy
53,219
+7,176
+16% +$169K 0.08% 257
2014
Q4 		$1.05M Sell
46,043
-1,582
-3% -$36.8K 0.07% 267
2014
Q3 		$1.11M Buy
47,625
+5,807
+14% +$144K 0.08% 254
2014
Q2 		$1.08M Buy
41,818
+4,397
+12% +$110K 0.07% 287
2014
Q1 		$932K Buy
37,421
+6,188
+20% +$155K 0.07% 293
2013
Q4 		$731K Sell
31,233
-6,369
-17% -$157K 0.06% 326
2013
Q3 		$970K Buy
37,602
+5,002
+15% +$129K 0.08% 231
2013
Q2 		$783K Buy
+32,600
New +$897K 0.08% 240

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 $175B AUM 40.63% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisor Networks's IAU Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Gold Trust (IAU) stake by 5.5% in Q1 2024, selling an estimated $1.05M and leaving 457,136 shares worth $19.2M. The position accounts for 0.1% of the portfolio, ranked #238.

Cetera Advisor Networks first reported a position in IAU in Q2 2013 and has held it in 44 quarters since. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Cetera Advisor Networks held 457,136 shares of iShares Gold Trust worth $19.2M as of Q1 2024.
  • Cetera Advisor Networks sold 26,742 iShares Gold Trust shares in Q1 2024, an estimated $1.05M.
  • iShares Gold Trust made up 0.1% of Cetera Advisor Networks's portfolio in Q1 2024, its #238 holding.
  • Cetera Advisor Networks first reported a position in iShares Gold Trust in Q2 2013 and has held it in 44 quarters since.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.