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Cutler Group’s iShares Gold Trust IAU Stock Holding History

Cutler Group’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
-42,572
Closed -$1.67M – 2837
2023
Q4 		$1.66M Buy
+42,572
New +$1.59M 0.15% 136
2023
Q3 		– Sell
-11,362
Closed -$415K – 4016
2023
Q2 		$413K Buy
11,362
+10,962
+2,741% +$411K 0.06% 380
2023
Q1 		$14K Sell
400
-400
-50% -$14.4K ﹤0.01% 2112
2022
Q4 		$27K Sell
800
-5,250
-87% -$172K ﹤0.01% 1998
2022
Q3 		$190K Sell
6,050
-4,798
-44% -$157K 0.01% 988
2022
Q2 		$372K Buy
10,848
+9,850
+987% +$350K 0.03% 665
2022
Q1 		$36K Buy
998
+698
+233% +$24.9K ﹤0.01% 2534
2021
Q4 		$10K Sell
300
-14,344
-98% -$490K ﹤0.01% 3698
2021
Q3 		$489K Sell
14,644
-150
-1% -$5.11K 0.02% 803
2021
Q2 		$498K Buy
14,794
+14,787
+211,243% +$511K 0.02% 755
2021
Q1 		$0 Sell
7
-38,994
-100% -$1.33M ﹤0.01% 5918
2020
Q4 		$1.41M Sell
39,001
-19,350
-33% -$693K 0.07% 295
2020
Q3 		$2.1M Sell
58,351
-112,545
-66% -$4.11M 0.13% 159
2020
Q2 		$5.81M Buy
170,896
+120,201
+237% +$3.94M 0.38% 41
2020
Q1 		$1.53M Buy
+50,695
New +$1.53M 0.08% 248
2017
Q4 		– Sell
-1,100
Closed -$27K – 5315
2017
Q3 		$27K Sell
1,100
-1,205
-52% -$29.6K ﹤0.01% 2842
2017
Q2 		$55K Sell
2,305
-27,995
-92% -$678K ﹤0.01% 2397
2017
Q1 		$727K Buy
30,300
+28,350
+1,454% +$666K 0.03% 502
2016
Q4 		$43K Sell
1,950
-12,300
-86% -$288K ﹤0.01% 2697
2016
Q3 		$361K Buy
14,250
+800
+6% +$20.6K 0.02% 785
2016
Q2 		$343K Sell
13,450
-1,150
-8% -$27.9K 0.02% 794
2016
Q1 		$346K Buy
+14,600
New +$334K 0.02% 696

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

Cutler Group's IAU Position: Q1 2024 in Review

Cutler Group sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 42,572 shares — an estimated $1.67M sold.

Cutler Group first reported a position in IAU in Q1 2016 and held it in 22 quarters. The position peaked at $5.81M in Q2 2020. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Cutler Group reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 42,572 iShares Gold Trust shares in Q1 2024, an estimated $1.67M.
  • Cutler Group first reported a position in iShares Gold Trust in Q1 2016 and held it in 22 quarters.
  • Cutler Group's iShares Gold Trust position peaked at $5.81M in Q2 2020.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.