Chris Bulman’s iShares Gold Trust IAU Stock Holding History

Chris Bulman’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	–	Sell	-969	Closed	-$42.6K	–	249
2024 Q2	$42.6K	Buy	+969	New	+$42.8K	0.03%	223

Other funds holding IAU

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Chris Bulman's IAU Position: Q3 2024 in Review

Chris Bulman sold out of iShares Gold Trust (IAU) in Q3 2024, closing a stake of 969 shares — an estimated $42.6K sold.

Chris Bulman first reported a position in IAU in Q2 2024 and held it in 1 quarter. The position peaked at $42.6K in Q2 2024. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

Chris Bulman reported no remaining iShares Gold Trust position as of Q3 2024 after selling out during the quarter.
Chris Bulman sold 969 iShares Gold Trust shares in Q3 2024, an estimated $42.6K.
Chris Bulman first reported a position in iShares Gold Trust in Q2 2024 and held it in 1 quarter.
Chris Bulman's iShares Gold Trust position peaked at $42.6K in Q2 2024.
1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.