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Granite Bay Wealth Management’s iShares Gold Trust IAU Stock Holding History

Granite Bay 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 		– Sell
-15,183
Closed -$568K – 160
2023
Q4 		$568K Hold
15,183
– – 0.01% 247
2023
Q3 		$554K Buy
+15,183
New +$554K 0.01% 251

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Granite Bay Wealth Management's IAU Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 15,183 shares — an estimated $568K sold.

Granite Bay Wealth Management first reported a position in IAU in Q3 2023 and held it in 2 quarters. The position peaked at $568K in Q4 2023. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 15,183 iShares Gold Trust shares in Q1 2024, an estimated $568K.
  • Granite Bay Wealth Management first reported a position in iShares Gold Trust in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's iShares Gold Trust position peaked at $568K in Q4 2023.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.