Column Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Column Capital Advisors’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 Q3	$141K	Hold	4,040	–	–	0.02%	180
2023 Q2	$147K	Hold	4,040	–	–	0.02%	171
2023 Q1	$151K	Hold	4,040	–	–	0.02%	173
2022 Q4	$140K	Hold	4,040	–	–	0.02%	165
2022 Q3	$127K	Hold	4,040	–	–	0.03%	162
2022 Q2	$139K	Hold	4,040	–	–	0.03%	149
2022 Q1	$149K	Hold	4,040	–	–	0.03%	153
2021 Q4	$141K	Hold	4,040	–	–	0.03%	158
2021 Q3	$135K	Hold	4,040	–	–	0.03%	155
2021 Q2	$136K	Hold	4,040	–	–	0.03%	157
2021 Q1	$131K	Sell	4,040 -28	-0.7%	-$957	0.03%	151
2020 Q4	$148K	Buy	4,068 +28	+0.7%	+$1K	0.04%	134
2020 Q3	$145K	Hold	4,040	–	–	0.04%	117
2020 Q2	$137K	Hold	4,040	–	–	0.05%	120
2020 Q1	$122K	Hold	4,040	–	–	0.05%	104
2019 Q4	$117K	Buy	+4,040	New	+$115K	0.06%	129

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

AllianceBernstein

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

JP Morgan Chase

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

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