Glassman Wealth Services’s iShares Gold Trust IAU Stock Holding History

Glassman Wealth Services’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	-116	Closed	-$4.33K	–	1961
2023 Q1	$4.33K	Buy	+116	New	+$4.16K	﹤0.01%	1042
2021 Q4	–	Sell	-14	Closed	–	–	1756
2021 Q3	$0	Buy	+14	New	+$477	﹤0.01%	1696
2020 Q2	–	Sell	-543	Closed	-$16K	–	1366
2020 Q1	$16K	Buy	+543	New	+$16.4K	0.01%	373
2018 Q3	–	Sell	-1,241	Closed	-$30K	–	875
2018 Q2	$30K	Hold	1,241	–	–	0.01%	245
2018 Q1	$32K	Hold	1,241	–	–	0.02%	224
2017 Q4	$31K	Hold	1,241	–	–	0.02%	204
2017 Q3	$31K	Hold	1,241	–	–	0.02%	187
2017 Q2	$30K	Hold	1,241	–	–	0.02%	195
2017 Q1	$30K	Hold	1,241	–	–	0.02%	212
2016 Q4	$28K	Hold	1,241	–	–	0.02%	223
2016 Q3	$31K	Hold	1,241	–	–	0.03%	182
2016 Q2	$32K	Hold	1,241	–	–	0.03%	172
2016 Q1	$29K	Hold	1,241	–	–	0.03%	176
2015 Q4	$25K	Hold	1,241	–	–	0.02%	195
2015 Q3	$27K	Hold	1,241	–	–	0.02%	189
2015 Q2	$28K	Hold	1,241	–	–	0.02%	190
2015 Q1	$28K	Hold	1,241	–	–	0.02%	192
2014 Q4	$28K	Buy	+1,241	New	+$28.9K	0.02%	206

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

Glassman Wealth Services's IAU Position: Q2 2023 in Review

Glassman Wealth Services sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 116 shares — an estimated $4.33K sold.

Glassman Wealth Services first reported a position in IAU in Q4 2014 and held it in 18 quarters. The position peaked at $32K in Q1 2018. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

Glassman Wealth Services reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 116 iShares Gold Trust shares in Q2 2023, an estimated $4.33K.
Glassman Wealth Services first reported a position in iShares Gold Trust in Q4 2014 and held it in 18 quarters.
Glassman Wealth Services's iShares Gold Trust position peaked at $32K in Q1 2018.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.