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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 		$151K Sell
241,400
-165,500
-41% -$6.49M 0.05% 339
2023
Q4 		$198K Sell
406,900
-27,700
-6% -$1.04M 0.02% 745
2023
Q3 		$61K Sell
434,600
-293,800
-40% -$10.7M 0.01% 1381
2023
Q2 		$50K Buy
728,400
+17,300
+2% +$649K 0.01% 1285
2023
Q1 		$277K Buy
711,100
+405,900
+133% +$14.6M 0.03% 548
2022
Q4 		$143K Sell
305,200
-5,000
-2% -$164K 0.01% 969
2022
Q3 		$84K Sell
310,200
-226,100
-42% -$7.41M 0.01% 1519
2022
Q2 		$154K Buy
536,300
+123,400
+30% +$4.39M 0.01% 1152
2022
Q1 		$373K Buy
412,900
+194,000
+89% +$6.93M 0.02% 807
2021
Q4 		$289K Buy
218,900
+145,400
+198% +$4.97M 0.01% 1066
2021
Q3 		$63K Buy
73,500
+11,200
+18% +$382K ﹤0.01% 2308
2021
Q2 		$37K Buy
62,300
+38,200
+159% +$1.32M ﹤0.01% 2747
2021
Q1 		$47K Sell
24,100
-103,350
-81% -$3.53M ﹤0.01% 2459
2020
Q4 		$272K Buy
127,450
+92,700
+267% +$3.32M 0.01% 916
2020
Q3 		$106K Buy
34,750
+26,850
+340% +$980K 0.01% 1283
2020
Q2 		$6K Buy
+7,900
New +$259K ﹤0.01% 3193
2020
Q1 		– Sell
-6,100
Closed -$1K – 4295
2019
Q4 		$1K Sell
6,100
-2,300
-27% -$65.2K ﹤0.01% 3684
2019
Q3 		$10K Sell
8,400
-6,150
-42% -$173K ﹤0.01% 2627
2019
Q2 		$16K Buy
14,550
+2,100
+17% +$52.6K ﹤0.01% 2370
2019
Q1 		$2K Buy
+12,450
New +$311K ﹤0.01% 3390
2017
Q2 		– Sell
-8,300
Closed -$1K – 6630
2017
Q1 		$1K Buy
+8,300
New +$195K ﹤0.01% 5854
2016
Q4 		– Sell
-1,400
Closed -$2K – 6845
2016
Q3 		$2K Sell
1,400
-350
-20% -$9.01K ﹤0.01% 5702
2016
Q2 		$4K Buy
+1,750
New +$42.5K ﹤0.01% 5140

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.