Financial Insights’s iShares Gold Trust IAU Stock Holding History

Financial Insights’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 Q3	–	Sell	-6,261	Closed	-$228K	–	151
2023 Q2	$228K	Sell	6,261 -1,607	-20%	-$60.2K	0.08%	145
2023 Q1	$294K	Buy	+7,868	New	+$282K	0.12%	131
2022 Q4	–	Sell	-27,552	Closed	-$869K	–	148
2022 Q3	$869K	Buy	+27,552	New	+$903K	0.58%	38
2021 Q3	–	Sell	-1,547	Closed	-$521K	–	141
2021 Q2	$521K	Buy	+1,547	New	+$53.5K	0.04%	155

Other funds holding IAU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Insights's IAU Position: Q3 2023 in Review

Financial Insights sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 6,261 shares — an estimated $228K sold.

Financial Insights first reported a position in IAU in Q2 2021 and held it in 4 quarters. The position peaked at $869K in Q3 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

Financial Insights reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
Financial Insights sold 6,261 iShares Gold Trust shares in Q3 2023, an estimated $228K.
Financial Insights first reported a position in iShares Gold Trust in Q2 2021 and held it in 4 quarters.
Financial Insights's iShares Gold Trust position peaked at $869K in Q3 2022.
1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Financial Insights's 13F filing for Q3 2023, filed 7 Dec 2023.