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Corrado Advisors’s iShares Gold Trust IAU Stock Holding History

Corrado 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
Q4 		– Sell
-96,804
Closed -$3.39M – 100
2023
Q3 		$3.39M Buy
96,804
+112
+0.1% +$4.09K 2.33% 4
2023
Q2 		$3.52M Sell
96,692
-8,557
-8% -$321K 2.46% 3
2023
Q1 		$3.93M Buy
105,249
+156
+0.1% +$5.6K 2.61% 1
2022
Q4 		$3.64M Sell
105,093
-723
-0.7% -$23.7K 2.54% 1
2022
Q3 		$3.34M Sell
105,816
-3,417
-3% -$112K 2.71% 1
2022
Q2 		$3.75M Sell
109,233
-1,674
-2% -$59.6K 2.66% 2
2022
Q1 		$4.08M Sell
110,907
-83,616
-43% -$2.99M 2.5% 4
2021
Q4 		$6.77M Sell
194,523
-4,461
-2% -$152K 4.05% 3
2021
Q3 		$6.65M Sell
198,984
-610
-0.3% -$20.8K 4.12% 3
2021
Q2 		$6.73M Buy
199,594
+15,745
+9% +$544K 4.14% 3
2021
Q1 		$5.98M Buy
183,849
+6,729
+4% +$230K 4.43% 4
2020
Q4 		$6.42M Sell
177,120
-5,614
-3% -$201K 4.95% 3
2020
Q3 		$6.57M Buy
182,734
+30,255
+20% +$1.1M 5.46% 4
2020
Q2 		$5.18M Sell
152,479
-457
-0.3% -$15K 4.69% 5
2020
Q1 		$4.61M Buy
152,936
+71,030
+87% +$2.15M 4.31% 5
2019
Q4 		$2.38M Sell
81,906
-4,205
-5% -$119K 2.11% 19
2019
Q3 		$2.43M Buy
+86,111
New +$2.43M 2.19% 19

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Corrado Advisors's IAU Position: Q4 2023 in Review

Corrado Advisors sold out of iShares Gold Trust (IAU) in Q4 2023, closing a stake of 96,804 shares — an estimated $3.39M sold.

Corrado Advisors first reported a position in IAU in Q3 2019 and held it in 17 quarters. The position peaked at $6.77M in Q4 2021. 1,148 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

  • Corrado Advisors reported no remaining iShares Gold Trust position as of Q4 2023 after selling out during the quarter.
  • Corrado Advisors sold 96,804 iShares Gold Trust shares in Q4 2023, an estimated $3.39M.
  • Corrado Advisors first reported a position in iShares Gold Trust in Q3 2019 and held it in 17 quarters.
  • Corrado Advisors's iShares Gold Trust position peaked at $6.77M in Q4 2021.
  • 1,148 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on Corrado Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.