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

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 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

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AllianceBernstein

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return