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Impact Partnership Wealth’s iShares Gold Trust IAU Stock Holding History

Impact Partnership Wealth’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
-2,040
Closed -$71.4K – 959
2023
Q3 		$71.4K Buy
2,040
+1,985
+3,609% +$72.4K 0.02% 354
2023
Q2 		$2K Buy
+55
New +$2.06K ﹤0.01% 668

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Impact Partnership Wealth's IAU Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares Gold Trust (IAU) in Q4 2023, closing a stake of 2,040 shares — an estimated $71.4K sold.

Impact Partnership Wealth first reported a position in IAU in Q2 2023 and held it in 2 quarters. The position peaked at $71.4K in Q3 2023. 1,148 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iShares Gold Trust position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,040 iShares Gold Trust shares in Q4 2023, an estimated $71.4K.
  • Impact Partnership Wealth first reported a position in iShares Gold Trust in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares Gold Trust position peaked at $71.4K in Q3 2023.
  • 1,148 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.