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

Executive 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
2024
Q4 		$8.09M Sell
163,439
-113,445
-41% -$5.7M 0.63% 49
2024
Q3 		$13.8M Buy
+276,884
New +$13M 1.08% 22
2024
Q2 		– Sell
-153,586
Closed -$6.52M – 175
2024
Q1 		$6.52M Sell
153,586
-100,029
-39% -$3.92M 0.57% 62
2023
Q4 		$9.9M Buy
253,615
+142,043
+127% +$5.32M 0.93% 29
2023
Q3 		$3.9M Sell
111,572
-179,205
-62% -$6.54M 0.4% 69
2023
Q2 		$10.6M Buy
290,777
+155,356
+115% +$5.82M 1.1% 19
2023
Q1 		$5.06M Buy
135,421
+53,546
+65% +$1.92M 0.56% 62
2022
Q4 		$2.83M Buy
81,875
+81,387
+16,678% +$2.67M 0.35% 73
2022
Q3 		$488 Sell
488
-162,587
-100% -$5.33M 0.07% 124
2022
Q2 		$5.59M Sell
163,075
-66,736
-29% -$2.37M 0.75% 46
2022
Q1 		$8.46M Buy
229,811
+115,445
+101% +$4.12M 0.92% 24
2021
Q4 		$3.98M Buy
114,366
+18,949
+20% +$648K 0.4% 74
2021
Q3 		$3.19M Buy
95,417
+1,973
+2% +$67.2K 0.35% 80
2021
Q2 		$3.15M Buy
93,444
+13,610
+17% +$470K 0.35% 80
2021
Q1 		$2.6M Sell
79,834
-6,443
-7% -$220K 0.3% 83
2020
Q4 		$3.13M Sell
86,277
-15,899
-16% -$569K 0.38% 64
2020
Q3 		$3.68M Sell
102,176
-62,839
-38% -$2.29M 0.51% 51
2020
Q2 		$5.61M Buy
165,015
+79,686
+93% +$2.61M 0.84% 24
2020
Q1 		$2.57M Buy
85,329
+61,292
+255% +$1.85M 0.46% 46
2019
Q4 		$697K Sell
24,037
-98,310
-80% -$2.79M 0.1% 104
2019
Q3 		$3.45M Buy
122,347
+103,746
+558% +$2.93M 0.52% 47
2019
Q2 		$502K Sell
18,601
-103,043
-85% -$2.58M 0.07% 126
2019
Q1 		$3.01M Buy
121,644
+3,720
+3% +$92.9K 0.54% 48
2018
Q4 		$2.9M Buy
+117,924
New +$2.78M 0.51% 40

Other funds holding IAU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Executive Wealth Management's IAU Position: Q4 2024 in Review

Executive Wealth Management reduced its iShares Gold Trust (IAU) stake by 41% in Q4 2024, selling an estimated $5.7M and leaving 163,439 shares worth $8.09M. The position accounts for 0.63% of the portfolio, ranked #49.

Executive Wealth Management first reported a position in IAU in Q4 2018 and has held it in 24 quarters since. The position peaked at $13.8M in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Executive Wealth Management held 163,439 shares of iShares Gold Trust worth $8.09M as of Q4 2024.
  • Executive Wealth Management sold 113,445 iShares Gold Trust shares in Q4 2024, an estimated $5.7M.
  • iShares Gold Trust made up 0.63% of Executive Wealth Management's portfolio in Q4 2024, its #49 holding.
  • Executive Wealth Management first reported a position in iShares Gold Trust in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's iShares Gold Trust position peaked at $13.8M in Q3 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.