HR
IAU icon

Howe & Rusling’s iShares Gold Trust IAU Stock Holding History

Howe & Rusling’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 		– Sell
-3,825
Closed -$121K – 650
2022
Q3 		$121K Buy
3,825
+3,429
+866% +$112K 0.02% 240
2022
Q2 		$14K Buy
396
+271
+217% +$9.64K ﹤0.01% 481
2022
Q1 		$5K Hold
125
– – ﹤0.01% 651
2021
Q4 		$4K Sell
125
-106
-46% -$3.62K ﹤0.01% 730
2021
Q3 		$8K Buy
231
+106
+85% +$3.61K ﹤0.01% 545
2021
Q2 		$4K Hold
125
– – ﹤0.01% 677
2021
Q1 		$4K Hold
125
– – ﹤0.01% 677
2020
Q4 		$5K Hold
125
– – ﹤0.01% 611
2020
Q3 		$4K Buy
+125
New +$4.57K ﹤0.01% 598
2020
Q2 		– Sell
-533
Closed -$16K – 848
2020
Q1 		$16K Buy
533
+461
+640% +$13.9K ﹤0.01% 370
2019
Q4 		$2K Sell
72
-145
-67% -$4.11K ﹤0.01% 678
2019
Q3 		$6K Buy
+217
New +$6.12K ﹤0.01% 522
2017
Q4 		– Sell
-1,017
Closed -$25K – 860
2017
Q3 		$25K Sell
1,017
-1,035
-50% -$25.5K ﹤0.01% 364
2017
Q2 		$49K Buy
+2,052
New +$49.7K 0.01% 268
2016
Q2 		– Sell
-295
Closed -$7K – 996
2016
Q1 		$7K Buy
+295
New +$6.75K ﹤0.01% 596
2015
Q4 		– Sell
-877
Closed -$19K – 1026
2015
Q3 		$19K Buy
+877
New +$19.1K ﹤0.01% 392
2014
Q4 		– Sell
-546
Closed -$13K – 920
2014
Q3 		$13K Buy
546
+333
+156% +$8.27K ﹤0.01% 448
2014
Q2 		$5K Buy
+213
New +$5.33K ﹤0.01% 610
2014
Q1 		– Sell
-213
Closed -$5K – 874
2013
Q4 		$5K Hold
213
– – ﹤0.01% 601
2013
Q3 		$6K Sell
213
-762
-78% -$19.7K ﹤0.01% 667
2013
Q2 		$23K Buy
+975
New +$26.8K 0.01% 464

Other funds holding IAU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Howe & Rusling's IAU Position: Q4 2022 in Review

Howe & Rusling sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 3,825 shares — an estimated $121K sold.

Howe & Rusling first reported a position in IAU in Q2 2013 and held it in 21 quarters. The position peaked at $121K in Q3 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • Howe & Rusling reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 3,825 iShares Gold Trust shares in Q4 2022, an estimated $121K.
  • Howe & Rusling first reported a position in iShares Gold Trust in Q2 2013 and held it in 21 quarters.
  • Howe & Rusling's iShares Gold Trust position peaked at $121K in Q3 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.