Forefront Analytics’s iShares Gold Trust IAU Stock Holding History

Forefront Analytics’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	-46,743	Closed	-$1.75M	–	72
2023 Q1	$1.75M	Hold	46,743	–	–	0.9%	31
2022 Q4	$1.62M	Buy	46,743 +15,422	+49%	+$506K	0.86%	30
2022 Q3	$987K	Hold	31,321	–	–	0.53%	31
2022 Q2	$1.07M	Buy	31,321 +11,509	+58%	+$409K	0.52%	30
2022 Q1	$730K	Hold	19,812	–	–	0.27%	34
2021 Q4	$689K	Sell	19,812 -5,759	-23%	-$197K	0.23%	36
2021 Q3	$854K	Hold	25,571	–	–	0.31%	37
2021 Q2	$862K	Buy	25,571 +1,963	+8%	+$67.9K	0.34%	36
2021 Q1	$768K	Buy	23,608 +4,845	+26%	+$166K	0.33%	36
2020 Q4	$681K	Sell	18,763 -286	-2%	-$10.2K	0.3%	38
2020 Q3	$686K	Buy	+19,049	New	+$696K	0.32%	36
2020 Q2	–	Sell	-156	Closed	-$4.69K	–	95
2020 Q1	$4.69K	Buy	+156	New	+$4.72K	﹤0.01%	96

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

Forefront Analytics's IAU Position: Q2 2023 in Review

Forefront Analytics sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 46,743 shares — an estimated $1.75M sold.

Forefront Analytics first reported a position in IAU in Q1 2020 and held it in 12 quarters. The position peaked at $1.75M in Q1 2023. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

Forefront Analytics reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
Forefront Analytics sold 46,743 iShares Gold Trust shares in Q2 2023, an estimated $1.75M.
Forefront Analytics first reported a position in iShares Gold Trust in Q1 2020 and held it in 12 quarters.
Forefront Analytics's iShares Gold Trust position peaked at $1.75M in Q1 2023.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Forefront Analytics's 13F filing for Q2 2023, filed 11 Aug 2023.