Divergent Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Divergent Wealth Advisors’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 Q3	$861K	Buy	17,333 +75	+0.4%	+$3.51K	0.16%	16
2024 Q2	$758K	Buy	17,258 +1,811	+12%	+$80K	0.15%	16
2024 Q1	$649K	Sell	15,447 -191	-1%	-$7.49K	0.13%	17
2023 Q4	$610K	Buy	15,638 +322	+2%	+$12K	0.13%	18
2023 Q3	$536K	Buy	15,316 +3,401	+29%	+$124K	0.12%	18
2023 Q2	$434K	Buy	11,915 +845	+8%	+$31.7K	0.1%	21
2023 Q1	$414K	Buy	+11,070	New	+$397K	0.1%	21
2018 Q4	–	Sell	-4,650	Closed	-$107K	–	78
2018 Q3	$107K	Hold	4,650	–	–	0.04%	44
2018 Q2	$112K	Hold	4,650	–	–	0.04%	45
2018 Q1	$118K	Buy	+4,650	New	+$119K	0.04%	45

Other funds holding IAU

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Divergent Wealth Advisors's IAU Position: Q3 2024 in Review

Divergent Wealth Advisors increased its iShares Gold Trust (IAU) stake by 0.43% in Q3 2024, buying an estimated $3.51K and bringing the position to 17,333 shares worth $861K. The position accounts for 0.16% of the portfolio, ranked #16.

Divergent Wealth Advisors first reported a position in IAU in Q1 2018 and has held it in 10 quarters since. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

Divergent Wealth Advisors held 17,333 shares of iShares Gold Trust worth $861K as of Q3 2024.
Divergent Wealth Advisors bought 75 iShares Gold Trust shares in Q3 2024, an estimated $3.51K.
iShares Gold Trust made up 0.16% of Divergent Wealth Advisors's portfolio in Q3 2024, its #16 holding.
Divergent Wealth Advisors first reported a position in iShares Gold Trust in Q1 2018 and has held it in 10 quarters since.
1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.