IF
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IRON Financial’s iShares Gold Trust IAU Stock Holding History

IRON Financial’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
Q1 		– Sell
-9,028
Closed -$312K – 103
2022
Q4 		$312K Sell
9,028
-1,531
-14% -$50.3K 0.18% 68
2022
Q3 		$333K Sell
10,559
-2
-0% -$66 0.18% 71
2022
Q2 		$362K Sell
10,561
-946
-8% -$33.7K 0.19% 69
2022
Q1 		$424K Hold
11,507
– – 0.2% 71
2021
Q4 		$401K Buy
11,507
+593
+5% +$20.3K 0.18% 71
2021
Q3 		$365K Hold
10,914
– – 0.18% 69
2021
Q2 		$368K Sell
10,914
-136
-1% -$4.7K 0.17% 67
2021
Q1 		$359K Sell
11,050
-28
-0.3% -$957 0.19% 59
2020
Q4 		$402K Buy
11,078
+161
+1% +$5.76K 0.2% 51
2020
Q3 		$393K Sell
10,917
-553
-5% -$20.2K 0.22% 52
2020
Q2 		$390K Buy
+11,470
New +$376K 0.2% 65

Other funds holding IAU

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IRON Financial's IAU Position: Q1 2023 in Review

IRON Financial sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 9,028 shares — an estimated $312K sold.

IRON Financial first reported a position in IAU in Q2 2020 and held it in 11 quarters. The position peaked at $424K in Q1 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

  • IRON Financial reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
  • IRON Financial sold 9,028 iShares Gold Trust shares in Q1 2023, an estimated $312K.
  • IRON Financial first reported a position in iShares Gold Trust in Q2 2020 and held it in 11 quarters.
  • IRON Financial's iShares Gold Trust position peaked at $424K in Q1 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on IRON Financial's 13F filing for Q1 2023, filed 26 Apr 2023.