GYL Financial Synergies’s iShares Gold Trust IAU Stock Holding History

GYL Financial Synergies’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 Q3	$7.42M	Sell	149,217 -1,905	-1%	-$89.2K	0.56%	42
2024 Q2	$6.64M	Sell	151,122 -5,781	-4%	-$255K	0.51%	49
2024 Q1	$6.59M	Sell	156,903 -3,518	-2%	-$138K	0.52%	49
2023 Q4	$6.26M	Sell	160,421 -17,103	-10%	-$640K	0.52%	48
2023 Q3	$6.21M	Sell	177,524 -12,952	-7%	-$473K	0.6%	39
2023 Q2	$6.93M	Sell	190,476 -14,939	-7%	-$560K	0.63%	39
2023 Q1	$7.68M	Buy	+205,415	New	+$7.37M	0.92%	32

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GYL Financial Synergies's IAU Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares Gold Trust (IAU) stake by 1.3% in Q3 2024, selling an estimated $89.2K and leaving 149,217 shares worth $7.42M. The position accounts for 0.56% of the portfolio, ranked #42.

GYL Financial Synergies first reported a position in IAU in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.68M in Q1 2023. 1,228 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

GYL Financial Synergies held 149,217 shares of iShares Gold Trust worth $7.42M as of Q3 2024.
GYL Financial Synergies sold 1,905 iShares Gold Trust shares in Q3 2024, an estimated $89.2K.
iShares Gold Trust made up 0.56% of GYL Financial Synergies's portfolio in Q3 2024, its #42 holding.
GYL Financial Synergies first reported a position in iShares Gold Trust in Q1 2023 and has held it in 7 quarters since.
GYL Financial Synergies's iShares Gold Trust position peaked at $7.68M in Q1 2023.
1,228 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.