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Clear Perspectives Financial Planning’s iShares Gold Trust IAU Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		– Sell
-40
Closed -$1.38K – 214
2022
Q4 		$1.38K Buy
+40
New +$1.31K ﹤0.01% 193

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspectives Financial Planning's IAU Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 40 shares — an estimated $1.38K sold.

Clear Perspectives Financial Planning first reported a position in IAU in Q4 2022 and held it in 1 quarter. The position peaked at $1.38K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 40 iShares Gold Trust shares in Q1 2023, an estimated $1.38K.
  • Clear Perspectives Financial Planning first reported a position in iShares Gold Trust in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's iShares Gold Trust position peaked at $1.38K in Q4 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.