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Instrumental Wealth’s iShares Gold Trust IAU Stock Holding History

Instrumental 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
2024
Q2 		– Sell
-51,266
Closed -$2.28M – 47
2024
Q1 		$2.28M Sell
51,266
-5,582
-10% -$219K 0.99% 13
2023
Q4 		$2.16M Buy
56,848
+2,231
+4% +$83.5K 2.34% 11
2023
Q3 		$1.99M Sell
54,617
-7,923
-13% -$289K 2.32% 11
2023
Q2 		$2.32M Sell
62,540
-38
-0.1% -$1.43K 2.79% 11
2023
Q1 		$2.41M Buy
+62,578
New +$2.25M 3.19% 11

Other funds holding IAU

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Instrumental Wealth's IAU Position: Q2 2024 in Review

Instrumental Wealth sold out of iShares Gold Trust (IAU) in Q2 2024, closing a stake of 51,266 shares — an estimated $2.28M sold.

Instrumental Wealth first reported a position in IAU in Q1 2023 and held it in 5 quarters. The position peaked at $2.41M in Q1 2023. 1,170 funds tracked by Wall St. Rank hold IAU as of Q2 2024.

  • Instrumental Wealth reported no remaining iShares Gold Trust position as of Q2 2024 after selling out during the quarter.
  • Instrumental Wealth sold 51,266 iShares Gold Trust shares in Q2 2024, an estimated $2.28M.
  • Instrumental Wealth first reported a position in iShares Gold Trust in Q1 2023 and held it in 5 quarters.
  • Instrumental Wealth's iShares Gold Trust position peaked at $2.41M in Q1 2023.
  • 1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2024.

Based on Instrumental Wealth's 13F filing for Q2 2024, filed 26 Jul 2024.