Heritage Wealth Management (Arizona)’s iShares Gold Trust IAU Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$189K	Buy	5,450 +1,987	+57%	+$65.3K	0.03%	337
2022 Q3	$109K	Sell	3,463 -738	-18%	-$24.2K	0.04%	315
2022 Q2	$144K	Sell	4,201 -569	-12%	-$20.2K	0.05%	294
2022 Q1	$176K	Buy	+4,770	New	+$170K	0.05%	290
2021 Q3	$2K	Hold	65	–	–	﹤0.01%	820
2021 Q2	$2K	Hold	65	–	–	﹤0.01%	831
2021 Q1	$2K	Buy	+65	New	+$2.22K	﹤0.01%	697

Other funds holding IAU

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IAU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Gold Trust (IAU) stake by 57% in Q4 2022, buying an estimated $65.3K and bringing the position to 5,450 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #337.

Heritage Wealth Management (Arizona) first reported a position in IAU in Q1 2021 and has held it in 7 quarters since. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

Heritage Wealth Management (Arizona) held 5,450 shares of iShares Gold Trust worth $189K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,987 iShares Gold Trust shares in Q4 2022, an estimated $65.3K.
iShares Gold Trust made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #337 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Gold Trust in Q1 2021 and has held it in 7 quarters since.
1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.