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FinTrust Capital Advisors’s iShares Gold Trust IAU Stock Holding History

FinTrust Capital 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
Q3 		$3.43M Buy
69,057
+1,460
+2% +$68.3K 0.58% 36
2024
Q2 		$2.97M Buy
67,597
+3,664
+6% +$162K 0.54% 35
2024
Q1 		$2.69M Buy
63,933
+9,197
+17% +$361K 0.52% 35
2023
Q4 		$2.14M Buy
54,736
+5,477
+11% +$205K 0.43% 45
2023
Q3 		$1.72M Buy
49,259
+16,911
+52% +$617K 0.38% 54
2023
Q2 		$1.12M Hold
32,348
– – 0.27% 94
2023
Q1 		$1.12M Hold
32,348
– – 0.27% 91
2022
Q4 		$1.12M Buy
32,348
+5,228
+19% +$172K 0.27% 92
2022
Q3 		$850K Buy
27,120
+4,954
+22% +$162K 0.22% 111
2022
Q2 		$726K Buy
22,166
+6,624
+43% +$236K 0.18% 128
2022
Q1 		$572K Buy
15,542
+8,941
+135% +$319K 0.13% 149
2021
Q4 		$230K Buy
6,601
+4,088
+163% +$140K 0.06% 264
2021
Q3 		$84K Buy
2,513
+1,631
+185% +$55.6K 0.02% 458
2021
Q2 		$30K Sell
882
-1
-0.1% -$35 0.01% 657
2021
Q1 		$29K Hold
883
– – 0.01% 626
2020
Q4 		$32K Sell
883
-100
-10% -$3.58K 0.01% 568
2020
Q3 		$35 Sell
983
-14
-1% -$511 0.01% 553
2020
Q2 		$34K Buy
997
+200
+25% +$6.55K 0.01% 550
2020
Q1 		$24K Buy
797
+150
+23% +$4.54K 0.01% 586
2019
Q4 		$19K Hold
647
– – 0.01% 645
2019
Q3 		$18K Hold
647
– – 0.01% 670
2019
Q2 		$17K Hold
647
– – 0.01% 638
2019
Q1 		$16K Hold
647
– – 0.01% 660
2018
Q4 		$16K Buy
+647
New +$15.2K 0.01% 657

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FinTrust Capital Advisors's IAU Position: Q3 2024 in Review

FinTrust Capital Advisors increased its iShares Gold Trust (IAU) stake by 2.2% in Q3 2024, buying an estimated $68.3K and bringing the position to 69,057 shares worth $3.43M. The position accounts for 0.58% of the portfolio, ranked #36.

FinTrust Capital Advisors first reported a position in IAU in Q4 2018 and has held it in 24 quarters since. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • FinTrust Capital Advisors held 69,057 shares of iShares Gold Trust worth $3.43M as of Q3 2024.
  • FinTrust Capital Advisors bought 1,460 iShares Gold Trust shares in Q3 2024, an estimated $68.3K.
  • iShares Gold Trust made up 0.58% of FinTrust Capital Advisors's portfolio in Q3 2024, its #36 holding.
  • FinTrust Capital Advisors first reported a position in iShares Gold Trust in Q4 2018 and has held it in 24 quarters since.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.