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Intercontinental Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$1.79M Sell
49,248
-310
-0.6% -$11.6K 0.43% 39
2023
Q1 		$1.85M Buy
+49,558
New +$1.78M 0.47% 34

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intercontinental Wealth Advisors's IAU Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 0.63% in Q2 2023, selling an estimated $11.6K and leaving 49,248 shares worth $1.79M. The position accounts for 0.43% of the portfolio, ranked #39.

Intercontinental Wealth Advisors first reported a position in IAU in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.85M in Q1 2023. 1,065 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

  • Intercontinental Wealth Advisors held 49,248 shares of iShares Gold Trust worth $1.79M as of Q2 2023.
  • Intercontinental Wealth Advisors sold 310 iShares Gold Trust shares in Q2 2023, an estimated $11.6K.
  • iShares Gold Trust made up 0.43% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #39 holding.
  • Intercontinental Wealth Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's iShares Gold Trust position peaked at $1.85M in Q1 2023.
  • 1,065 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.