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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Column Capital Advisors's IAU Position: Q3 2023 in Review

Column Capital Advisors held its iShares Gold Trust (IAU) position steady in Q3 2023 at 4,040 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #180.

Column Capital Advisors first reported a position in IAU in Q4 2019 and has held it in 16 quarters since. The position peaked at $151K in Q1 2023. 1,036 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

Column Capital Advisors held 4,040 shares of iShares Gold Trust worth $141K as of Q3 2023.
Column Capital Advisors left its iShares Gold Trust share count unchanged in Q3 2023.
iShares Gold Trust made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #180 holding.
Column Capital Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares Gold Trust position peaked at $151K in Q1 2023.
1,036 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.