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Goldstein Munger & Associates’s iShares Gold Trust IAU Stock Holding History

Goldstein Munger & Associates’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
2022
Q3 		$16.9M Sell
534,645
-101,453
-16% -$3.32M 5.55% 4
2022
Q2 		$21.8M Buy
636,098
+88,360
+16% +$3.14M 6.57% 3
2022
Q1 		$20.2M Buy
547,738
+1,120
+0.2% +$40K 5.23% 5
2021
Q4 		$19M Buy
546,618
+3,558
+0.7% +$122K 4.8% 5
2021
Q3 		$18.1M Buy
543,060
+2,424
+0.4% +$82.6K 4.87% 6
2021
Q2 		$18.2M Buy
540,636
+1,190
+0.2% +$41.1K 4.81% 6
2021
Q1 		$17.5M Sell
539,446
-6,534
-1% -$223K 4.9% 6
2020
Q4 		$19.8M Buy
545,980
+291
+0.1% +$10.4K 5.84% 4
2020
Q3 		$19.6M Buy
545,689
+466
+0.1% +$17K 6.6% 3
2020
Q2 		$18.5M Buy
545,223
+2,339
+0.4% +$76.6K 6.99% 3
2020
Q1 		$16.4M Buy
542,884
+566
+0.1% +$17.1K 8.06% 2
2019
Q4 		$15.7M Buy
542,318
+1,816
+0.3% +$51.5K 6.43% 3
2019
Q3 		$15.2M Sell
540,502
-3,186
-0.6% -$89.9K 6.72% 3
2019
Q2 		$14.7M Sell
543,688
-6,425
-1% -$161K 6.41% 3
2019
Q1 		$13.6M Sell
550,113
-4,180
-0.8% -$104K 5.95% 3
2018
Q4 		$13.6M Sell
554,293
-29,507
-5% -$695K 6.68% 3
2018
Q3 		$13.3M Buy
583,800
+19,054
+3% +$443K 5.65% 3
2018
Q2 		$13.6M Sell
564,746
-1,076
-0.2% -$27K 5.73% 3
2018
Q1 		$14.4M Sell
565,822
-5,044
-0.9% -$129K 6.2% 3
2017
Q4 		$14.3M Sell
570,866
-5,463
-0.9% -$134K 6.12% 3
2017
Q3 		$14.2M Buy
576,329
+31,221
+6% +$768K 6.36% 3
2017
Q2 		$13M Buy
545,108
+50,868
+10% +$1.23M 5.99% 3
2017
Q1 		$11.9M Buy
494,240
+14,740
+3% +$346K 5.22% 3
2016
Q4 		$10.6M Buy
479,500
+19,473
+4% +$457K 4.73% 4
2016
Q3 		$11.7M Sell
460,027
-598
-0.1% -$15.4K 5.33% 4
2016
Q2 		$11.8M Sell
460,625
-2,914
-0.6% -$70.8K 5.42% 4
2016
Q1 		$11M Buy
463,539
+68,885
+17% +$1.58M 4.78% 4
2015
Q4 		$8.07M Sell
394,654
-46,288
-10% -$987K 3.58% 9
2015
Q3 		$9.51M Buy
440,942
+37,691
+9% +$819K 4.32% 5
2015
Q2 		$9.15M Buy
403,251
+1,927
+0.5% +$44.5K 3.96% 9
2015
Q1 		$9.19M Buy
401,324
+881
+0.2% +$20.8K 3.92% 9
2014
Q4 		$9.16M Sell
400,443
-93,850
-19% -$2.18M 3.86% 9
2014
Q3 		$11.6M Buy
494,293
+1,936
+0.4% +$48.1K 4.78% 6
2014
Q2 		$12.7M Buy
492,357
+10,589
+2% +$265K 5.14% 6
2014
Q1 		$12M Buy
481,768
+24,060
+5% +$604K 5.52% 6
2013
Q4 		$10.7M Sell
457,708
-82,971
-15% -$2.05M 4.48% 7
2013
Q3 		$13.9M Buy
540,679
+43,060
+9% +$1.11M 5.43% 6
2013
Q2 		$11.9M Buy
+497,619
New +$13.7M 4.47% 6

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldstein Munger & Associates's IAU Position: Q3 2022 in Review

Goldstein Munger & Associates reduced its iShares Gold Trust (IAU) stake by 16% in Q3 2022, selling an estimated $3.32M and leaving 534,645 shares worth $16.9M. The position accounts for 5.55% of the portfolio, ranked #4.

Goldstein Munger & Associates first reported a position in IAU in Q2 2013 and has held it in 38 quarters since. The position peaked at $21.8M in Q2 2022. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

  • Goldstein Munger & Associates held 534,645 shares of iShares Gold Trust worth $16.9M as of Q3 2022.
  • Goldstein Munger & Associates sold 101,453 iShares Gold Trust shares in Q3 2022, an estimated $3.32M.
  • iShares Gold Trust made up 5.55% of Goldstein Munger & Associates's portfolio in Q3 2022, its #4 holding.
  • Goldstein Munger & Associates first reported a position in iShares Gold Trust in Q2 2013 and has held it in 38 quarters since.
  • Goldstein Munger & Associates's iShares Gold Trust position peaked at $21.8M in Q2 2022.
  • 959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.