PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Gold Trust IAU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	–	Sell	-411	Closed	-$18.1K	–	394
2024 Q2	$18.1K	Hold	411	–	–	0.01%	255
2024 Q1	$17.3K	Hold	411	–	–	0.01%	251
2023 Q4	$16K	Hold	411	–	–	0.01%	232
2023 Q3	$14.4K	Hold	411	–	–	0.01%	198
2023 Q2	$15K	Sell	411 -411	-50%	-$15.4K	0.01%	198
2023 Q1	$30.7K	Buy	+822	New	+$29.5K	0.02%	181

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 $175B AUM 40.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IAU Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares Gold Trust (IAU) in Q3 2024, closing a stake of 411 shares — an estimated $18.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IAU in Q1 2023 and held it in 6 quarters. The position peaked at $30.7K in Q1 2023. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares Gold Trust position as of Q3 2024 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 411 iShares Gold Trust shares in Q3 2024, an estimated $18.1K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Gold Trust in Q1 2023 and held it in 6 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Gold Trust position peaked at $30.7K in Q1 2023.
1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.