D'Orazio & Associates’s iShares Gold Trust IAU Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-1,424	Closed	-$48K	–	371
2021 Q3	$48K	Hold	1,424	–	–	0.01%	206
2021 Q2	$48K	Sell	1,424 -2,026	-59%	-$70K	0.01%	172
2021 Q1	$112K	Buy	3,450 +600	+21%	+$20.5K	0.03%	110
2020 Q4	$103K	Hold	2,850	–	–	0.03%	107
2020 Q3	$103K	Hold	2,850	–	–	0.04%	96
2020 Q2	$97K	Hold	2,850	–	–	0.04%	97
2020 Q1	$86K	Hold	2,850	–	–	0.04%	96
2019 Q4	$83K	Hold	2,850	–	–	0.02%	115
2019 Q3	$80K	Hold	2,850	–	–	0.03%	117
2019 Q2	$77K	Hold	2,850	–	–	0.02%	116
2019 Q1	$71K	Hold	2,850	–	–	0.02%	115
2018 Q4	$70K	Hold	2,850	–	–	0.02%	105
2018 Q3	$65K	Hold	2,850	–	–	0.02%	107
2018 Q2	$69K	Hold	2,850	–	–	0.03%	100
2018 Q1	$73K	Hold	2,850	–	–	0.03%	92
2017 Q4	$71K	Hold	2,850	–	–	0.02%	98
2017 Q3	$70K	Sell	2,850 -374	-12%	-$9.2K	0.03%	90
2017 Q2	$77K	Buy	3,224 +61	+2%	+$1.48K	0.03%	93
2017 Q1	$76K	Hold	3,163	–	–	0.03%	89
2016 Q4	$70K	Buy	3,163 +313	+11%	+$7.34K	0.03%	89
2016 Q3	$72K	Hold	2,850	–	–	0.03%	91
2016 Q2	$73K	Hold	2,850	–	–	0.03%	91
2016 Q1	$67K	Hold	2,850	–	–	0.03%	95
2015 Q4	$58K	Hold	2,850	–	–	0.03%	84
2015 Q3	$64K	Hold	2,850	–	–	0.03%	83
2015 Q2	$65K	Hold	2,850	–	–	0.04%	78
2015 Q1	$65K	Hold	2,850	–	–	0.05%	79
2014 Q4	$65K	Hold	2,850	–	–	0.04%	75
2014 Q3	$67K	Hold	2,850	–	–	0.05%	69
2014 Q2	$73K	Hold	2,850	–	–	0.05%	63
2014 Q1	$71K	Buy	+2,850	New	+$71.5K	0.06%	60

Other funds holding IAU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

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

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

D'Orazio & Associates's IAU Position: Q4 2021 in Review

D'Orazio & Associates sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 1,424 shares — an estimated $48K sold.

D'Orazio & Associates first reported a position in IAU in Q1 2014 and held it in 31 quarters. The position peaked at $112K in Q1 2021. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

D'Orazio & Associates reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 1,424 iShares Gold Trust shares in Q4 2021, an estimated $48K.
D'Orazio & Associates first reported a position in iShares Gold Trust in Q1 2014 and held it in 31 quarters.
D'Orazio & Associates's iShares Gold Trust position peaked at $112K in Q1 2021.
982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.