Disciplined Investments’s iShares Gold Trust IAU Stock Holding History

Disciplined Investments’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 Q4	–	Sell	-2,719	Closed	-$86K	–	1666
2022 Q3	$86K	Hold	2,719	–	–	0.04%	169
2022 Q2	$93K	Hold	2,719	–	–	0.04%	168
2022 Q1	$100K	Buy	+2,719	New	+$97.1K	0.04%	171
2021 Q4	–	Sell	-82	Closed	-$3K	–	494
2021 Q3	$3K	Buy	+82	New	+$2.79K	﹤0.01%	372
2020 Q4	–	Sell	-368	Closed	-$13K	–	353
2020 Q3	$13K	Hold	368	–	–	0.01%	246
2020 Q2	$12K	Hold	368	–	–	0.01%	259
2020 Q1	$11K	Hold	368	–	–	0.01%	266
2019 Q4	$11K	Buy	+368	New	+$10.4K	0.01%	283

Other funds holding IAU

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Disciplined Investments's IAU Position: Q4 2022 in Review

Disciplined Investments sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 2,719 shares — an estimated $86K sold.

Disciplined Investments first reported a position in IAU in Q4 2019 and held it in 8 quarters. The position peaked at $100K in Q1 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

Disciplined Investments reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
Disciplined Investments sold 2,719 iShares Gold Trust shares in Q4 2022, an estimated $86K.
Disciplined Investments first reported a position in iShares Gold Trust in Q4 2019 and held it in 8 quarters.
Disciplined Investments's iShares Gold Trust position peaked at $100K in Q1 2022.
1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.