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Diversified Portfolios Inc’s iShares Gold Trust IAU Stock Holding History

Diversified Portfolios Inc’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
2023
Q3 		– Sell
-5,584
Closed -$203K – 121
2023
Q2 		$203K Buy
+5,584
New +$209K 0.04% 124
2023
Q1 		– Sell
-7,998
Closed -$277K – 137
2022
Q4 		$277K Buy
7,998
+625
+8% +$20.5K 0.06% 118
2022
Q3 		$232K Buy
7,373
+543
+8% +$17.8K 0.06% 126
2022
Q2 		$234K Buy
+6,830
New +$243K 0.07% 115

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diversified Portfolios Inc's IAU Position: Q3 2023 in Review

Diversified Portfolios Inc sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 5,584 shares — an estimated $203K sold.

Diversified Portfolios Inc first reported a position in IAU in Q2 2022 and held it in 4 quarters. The position peaked at $277K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • Diversified Portfolios Inc reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Diversified Portfolios Inc sold 5,584 iShares Gold Trust shares in Q3 2023, an estimated $203K.
  • Diversified Portfolios Inc first reported a position in iShares Gold Trust in Q2 2022 and held it in 4 quarters.
  • Diversified Portfolios Inc's iShares Gold Trust position peaked at $277K in Q4 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Diversified Portfolios Inc's 13F filing for Q3 2023, filed 2 Nov 2023.