Elmwood Wealth Management’s iShares Gold Trust IAU Stock Holding History

Elmwood Wealth Management’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 Q1	–	Sell	-19,919	Closed	-$689K	–	124
2022 Q4	$689K	Sell	19,919 -1,332	-6%	-$43.7K	0.34%	87
2022 Q3	$670K	Sell	21,251 -1,320	-6%	-$43.3K	0.33%	83
2022 Q2	$774K	Sell	22,571 -21,227	-48%	-$755K	0.44%	75
2022 Q1	$1.61M	Sell	43,798 -3,907	-8%	-$140K	0.83%	51
2021 Q4	$1.66M	Buy	+47,705	New	+$1.63M	0.79%	48
2021 Q2	$1.68M	Sell	49,803 -965	-2%	-$33.4K	0.88%	38
2021 Q1	$1.65M	Buy	+50,768	New	+$1.73M	1.01%	34
2020 Q3	$1.44M	Hold	42,320	–	–	1.17%	24
2020 Q2	$1.44M	Buy	42,320 +39,770	+1,560%	+$1.3M	1.17%	24
2020 Q1	$64.9K	Buy	+2,550	New	+$77.1K	0.06%	114
2019 Q3	–	Sell	-1,750	Closed	-$47K	–	267
2019 Q2	$47K	Sell	1,750 -55	-3%	-$1.38K	0.04%	129
2019 Q1	$45K	Sell	1,805 -895	-33%	-$22.4K	0.04%	128
2018 Q4	$66K	Buy	2,700 +150	+6%	+$3.53K	0.06%	116
2018 Q3	$58.3K	Hold	2,550	–	–	0.05%	131
2018 Q2	$61.3K	Hold	2,550	–	–	0.06%	122
2018 Q1	$64.9K	Buy	+2,550	New	+$65.1K	0.06%	114

Other funds holding IAU

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Elmwood Wealth Management's IAU Position: Q1 2023 in Review

Elmwood Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 19,919 shares — an estimated $689K sold.

Elmwood Wealth Management first reported a position in IAU in Q1 2018 and held it in 16 quarters. The position peaked at $1.68M in Q2 2021. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

Elmwood Wealth Management reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
Elmwood Wealth Management sold 19,919 iShares Gold Trust shares in Q1 2023, an estimated $689K.
Elmwood Wealth Management first reported a position in iShares Gold Trust in Q1 2018 and held it in 16 quarters.
Elmwood Wealth Management's iShares Gold Trust position peaked at $1.68M in Q2 2021.
1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on Elmwood Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.