FSA Wealth Management’s iShares Gold Trust IAU Stock Holding History

FSA Wealth Management’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 Q1	$7.31K	Buy	+174	New	+$6.82K	﹤0.01%	376

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSA Wealth Management's IAU Position: Q1 2024 in Review

FSA Wealth Management opened a new position in iShares Gold Trust (IAU) in Q1 2024: 174 shares worth $7.31K. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings.

1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

FSA Wealth Management held 174 shares of iShares Gold Trust worth $7.31K as of Q1 2024.
iShares Gold Trust was a new FSA Wealth Management position in Q1 2024.
iShares Gold Trust made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #376 holding.
1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.