Encompass Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Encompass 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
2024 Q4	–	Sell	-13,825	Closed	-$687K	–	112
2024 Q3	$687K	Hold	13,825	–	–	0.17%	120
2024 Q2	$607K	Hold	13,825	–	–	0.16%	117
2024 Q1	$581K	Hold	13,825	–	–	0.15%	132
2023 Q4	$540K	Hold	13,825	–	–	0.16%	119
2023 Q3	$484K	Hold	13,825	–	–	0.16%	115
2023 Q2	$503K	Hold	13,825	–	–	0.16%	113
2023 Q1	$517K	Hold	13,825	–	–	0.18%	104
2022 Q4	$478K	Hold	13,825	–	–	0.17%	107
2022 Q3	$436K	Hold	13,825	–	–	0.17%	118
2022 Q2	$474K	Hold	13,825	–	–	0.17%	109
2022 Q1	$509K	Hold	13,825	–	–	0.13%	126
2021 Q4	$481K	Hold	13,825	–	–	0.12%	131
2021 Q3	$461K	Hold	13,825	–	–	0.12%	133
2021 Q2	$466K	Hold	13,825	–	–	0.11%	140
2021 Q1	$468K	Hold	13,825	–	–	0.12%	140
2020 Q4	$501K	Buy	+13,825	New	+$495K	0.29%	62

Other funds holding IAU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Encompass Wealth Advisors's IAU Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of iShares Gold Trust (IAU) in Q4 2024, closing a stake of 13,825 shares — an estimated $687K sold.

Encompass Wealth Advisors first reported a position in IAU in Q4 2020 and held it in 16 quarters. The position peaked at $687K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

Encompass Wealth Advisors reported no remaining iShares Gold Trust position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 13,825 iShares Gold Trust shares in Q4 2024, an estimated $687K.
Encompass Wealth Advisors first reported a position in iShares Gold Trust in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's iShares Gold Trust position peaked at $687K in Q3 2024.
1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.