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Curi Wealth Management’s iShares Gold Trust IAU Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-4,144
Closed -$142K – 418
2022
Q2 		$142K Buy
4,144
+2,500
+152% +$88.9K 0.03% 148
2022
Q1 		$60K Buy
1,644
+144
+10% +$5.14K 0.01% 200
2021
Q4 		$52K Buy
+1,500
New +$51.3K 0.01% 186

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Curi Wealth Management's IAU Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares Gold Trust (IAU) in Q3 2022, closing a stake of 4,144 shares — an estimated $142K sold.

Curi Wealth Management first reported a position in IAU in Q4 2021 and held it in 3 quarters. The position peaked at $142K in Q2 2022. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 4,144 iShares Gold Trust shares in Q3 2022, an estimated $142K.
  • Curi Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's iShares Gold Trust position peaked at $142K in Q2 2022.
  • 959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.