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Connectus Wealth’s iShares Gold Trust IAU Stock Holding History

Connectus Wealth’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 		– Sell
-8,121
Closed -$317K – 417
2023
Q4 		$317K Sell
8,121
-2,311
-22% -$86.5K 0.01% 449
2023
Q3 		$365K Buy
+10,432
New +$381K 0.01% 414

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 $154B AUM 29.96% 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

Connectus Wealth's IAU Position: Q1 2024 in Review

Connectus Wealth sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 8,121 shares — an estimated $317K sold.

Connectus Wealth first reported a position in IAU in Q3 2023 and held it in 2 quarters. The position peaked at $365K in Q3 2023. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Connectus Wealth reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 8,121 iShares Gold Trust shares in Q1 2024, an estimated $317K.
  • Connectus Wealth first reported a position in iShares Gold Trust in Q3 2023 and held it in 2 quarters.
  • Connectus Wealth's iShares Gold Trust position peaked at $365K in Q3 2023.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.