EFG Capital International’s iShares Gold Trust IAU Stock Holding History

EFG Capital International’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 Q2	$280K	Buy	+7,678	New	+$288K	0.06%	129

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EFG Capital International's IAU Position: Q2 2023 in Review

EFG Capital International opened a new position in iShares Gold Trust (IAU) in Q2 2023: 7,678 shares worth $280K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings.

1,065 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

EFG Capital International held 7,678 shares of iShares Gold Trust worth $280K as of Q2 2023.
iShares Gold Trust was a new EFG Capital International position in Q2 2023.
iShares Gold Trust made up 0.06% of EFG Capital International's portfolio in Q2 2023, its #129 holding.
1,065 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.