Financial Advisory Group’s iShares Gold Trust IAU Stock Holding History

Financial Advisory Group’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	–	Sell	-5,660	Closed	-$212K	–	94
2023 Q1	$212K	Buy	+5,660	New	+$203K	0.04%	82
2022 Q2	–	Sell	-5,660	Closed	-$208K	–	95
2022 Q1	$208K	Buy	+5,660	New	+$202K	0.04%	93
2021 Q2	–	Sell	-5,660	Closed	-$184K	–	93
2021 Q1	$184K	Hold	5,660	–	–	0.05%	80
2020 Q4	$205K	Hold	5,660	–	–	0.05%	83
2020 Q3	$204K	Buy	+5,660	New	+$207K	0.07%	75

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

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

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

Financial Advisory Group's IAU Position: Q2 2023 in Review

Financial Advisory Group sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 5,660 shares — an estimated $212K sold.

Financial Advisory Group first reported a position in IAU in Q3 2020 and held it in 5 quarters. The position peaked at $212K in Q1 2023. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

Financial Advisory Group reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
Financial Advisory Group sold 5,660 iShares Gold Trust shares in Q2 2023, an estimated $212K.
Financial Advisory Group first reported a position in iShares Gold Trust in Q3 2020 and held it in 5 quarters.
Financial Advisory Group's iShares Gold Trust position peaked at $212K in Q1 2023.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Financial Advisory Group's 13F filing for Q2 2023, filed 9 Aug 2023.