Householder Group Estate & Retirement Specialist’s iShares Gold Trust IAU Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-680	Closed	-$33K	–	827
2024 Q3	$33K	Sell	680 -764	-53%	-$35.8K	0.01%	568
2024 Q2	$63K	Hold	1,444	–	–	0.02%	441
2024 Q1	$60.7K	Hold	1,444	–	–	0.02%	439
2023 Q4	$56K	Hold	1,444	–	–	0.02%	440
2023 Q3	$50.5K	Buy	+1,444	New	+$52.7K	0.02%	443
2023 Q1	$59K	Buy	+1,581	New	+$56.7K	0.02%	409
2022 Q4	–	Sell	-2,083	Closed	-$65K	–	662
2022 Q3	$65K	Buy	+2,083	New	+$68.3K	0.03%	351

Other funds holding IAU

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $175B AUM 40.63% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's IAU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Gold Trust (IAU) in Q4 2024, closing a stake of 680 shares — an estimated $33K sold.

Householder Group Estate & Retirement Specialist first reported a position in IAU in Q3 2022 and held it in 7 quarters. The position peaked at $65K in Q3 2022. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Gold Trust position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 680 iShares Gold Trust shares in Q4 2024, an estimated $33K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Gold Trust in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Gold Trust position peaked at $65K in Q3 2022.
1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.