IRAG
IAU icon

Investment Research & Advisory Group’s iShares Gold Trust IAU Stock Holding History

Investment Research & Advisory Group’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
Q3 		– Sell
-229
Closed -$8.33K – 224
2023
Q2 		$8.33K Buy
+229
New +$8.59K ﹤0.01% 165
2020
Q4 		– Sell
-28
Closed -$1K – 151
2020
Q3 		$1K Buy
+28
New +$1.02K ﹤0.01% 146

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Investment Research & Advisory Group's IAU Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 229 shares — an estimated $8.33K sold.

Investment Research & Advisory Group first reported a position in IAU in Q3 2020 and held it in 2 quarters. The position peaked at $8.33K in Q2 2023. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • Investment Research & Advisory Group reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 229 iShares Gold Trust shares in Q3 2023, an estimated $8.33K.
  • Investment Research & Advisory Group first reported a position in iShares Gold Trust in Q3 2020 and held it in 2 quarters.
  • Investment Research & Advisory Group's iShares Gold Trust position peaked at $8.33K in Q2 2023.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.