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Covestor’s iShares Gold Trust IAU Stock Holding History

Covestor’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
-1,452
Closed -$50K – 2271
2022
Q4 		$50K Buy
1,452
+1,411
+3,441% +$46.3K 0.04% 724
2022
Q3 		$1K Sell
41
-1,311
-97% -$43K ﹤0.01% 1810
2022
Q2 		$46K Sell
1,352
-1,173
-46% -$41.7K 0.04% 766
2022
Q1 		$93K Buy
+2,525
New +$90.2K 0.06% 550

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

Covestor's IAU Position: Q1 2023 in Review

Covestor sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 1,452 shares — an estimated $50K sold.

Covestor first reported a position in IAU in Q1 2022 and held it in 4 quarters. The position peaked at $93K in Q1 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

  • Covestor reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
  • Covestor sold 1,452 iShares Gold Trust shares in Q1 2023, an estimated $50K.
  • Covestor first reported a position in iShares Gold Trust in Q1 2022 and held it in 4 quarters.
  • Covestor's iShares Gold Trust position peaked at $93K in Q1 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.