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

Financial Connections 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
-100
Closed -$3K – 256
2023
Q1 		$3K Hold
100
– – ﹤0.01% 214
2022
Q4 		$3K Hold
100
– – ﹤0.01% 206
2022
Q3 		$3K Hold
100
– – ﹤0.01% 188
2022
Q2 		$3K Hold
100
– – ﹤0.01% 241
2022
Q1 		$3K Hold
100
– – ﹤0.01% 246
2021
Q4 		$3K Buy
+100
New +$3.42K ﹤0.01% 266

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Connections Group sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 100 shares — an estimated $3K sold.

Financial Connections Group first reported a position in IAU in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q1 2023. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

  • Financial Connections Group reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
  • Financial Connections Group sold 100 iShares Gold Trust shares in Q2 2023, an estimated $3K.
  • Financial Connections Group first reported a position in iShares Gold Trust in Q4 2021 and held it in 6 quarters.
  • Financial Connections Group's iShares Gold Trust position peaked at $3K in Q1 2023.
  • 1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Financial Connections Group's 13F filing for Q2 2023, filed 14 Jul 2023.