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Investors Asset Management of Georgia’s iShares Gold Trust IAU Stock Holding History

Investors Asset Management of Georgia’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
-1,867
Closed -$59K – 333
2022
Q3 		$59K Buy
1,867
+882
+90% +$28.9K 0.03% 277
2022
Q2 		$34K Buy
+985
New +$35K 0.02% 296

Other funds holding IAU

AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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 $175B AUM 40.63% 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 $1.66T 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

Investors Asset Management of Georgia's IAU Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 1,867 shares — an estimated $59K sold.

Investors Asset Management of Georgia first reported a position in IAU in Q2 2022 and held it in 2 quarters. The position peaked at $59K in Q3 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,867 iShares Gold Trust shares in Q4 2022, an estimated $59K.
  • Investors Asset Management of Georgia first reported a position in iShares Gold Trust in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's iShares Gold Trust position peaked at $59K in Q3 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.