HeadInvest LLC’s iShares Gold Trust IAU Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-1,766	Closed	-$61.2K	–	425
2023 Q3	$61.2K	Buy	+1,766	New	+$64.4K	0.01%	324

Other funds holding IAU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

HeadInvest LLC's IAU Position: Q4 2023 in Review

HeadInvest LLC sold out of iShares Gold Trust (IAU) in Q4 2023, closing a stake of 1,766 shares — an estimated $61.2K sold.

HeadInvest LLC first reported a position in IAU in Q3 2023 and held it in 1 quarter. The position peaked at $61.2K in Q3 2023. 1,148 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

HeadInvest LLC reported no remaining iShares Gold Trust position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 1,766 iShares Gold Trust shares in Q4 2023, an estimated $61.2K.
HeadInvest LLC first reported a position in iShares Gold Trust in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's iShares Gold Trust position peaked at $61.2K in Q3 2023.
1,148 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.