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Dixon Hughes Goodman Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$374K Hold
10,143
– – 0.11% 117
2021
Q4 		$353K Buy
+10,143
New +$347K 0.12% 98

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IAU Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q1 2022 at 10,143 shares worth $374K. The position accounts for 0.11% of the portfolio, ranked #117.

Dixon Hughes Goodman Wealth Advisors first reported a position in IAU in Q4 2021 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 10,143 shares of iShares Gold Trust worth $374K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its iShares Gold Trust share count unchanged in Q1 2022.
  • iShares Gold Trust made up 0.11% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #117 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 2 quarters since.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.