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Ironwood Wealth Management (Arizona)’s iShares Gold Trust IAU Stock Holding History

Ironwood Wealth Management (Arizona)’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
Q3 		– Sell
-59
Closed -$2.59K – 45
2024
Q2 		$2.59K Sell
59
-30
-34% -$1.33K ﹤0.01% 44
2024
Q1 		$3.74K Buy
89
+9
+11% +$353 ﹤0.01% 44
2023
Q4 		$3.12K Sell
80
-82
-51% -$3.07K ﹤0.01% 44
2023
Q3 		$5.67K Hold
162
– – ﹤0.01% 44
2023
Q2 		$5.89K Hold
162
– – ﹤0.01% 42
2023
Q1 		$6.05K Sell
162
-1
-0.6% -$36 ﹤0.01% 44
2022
Q4 		$5.64K Sell
163
-31
-16% -$1.02K ﹤0.01% 42
2022
Q3 		$7K Hold
194
– – ﹤0.01% 52
2022
Q2 		$7K Sell
194
-40
-17% -$1.42K ﹤0.01% 52
2022
Q1 		$9K Sell
234
-613
-72% -$21.9K ﹤0.01% 51
2021
Q4 		$29K Buy
847
+612
+260% +$20.9K 0.01% 40
2021
Q3 		$8K Buy
235
+29
+14% +$988 ﹤0.01% 45
2021
Q2 		$7K Buy
206
+8
+4% +$277 ﹤0.01% 46
2021
Q1 		$6K Buy
198
+31
+19% +$1.06K ﹤0.01% 44
2020
Q4 		$6K Sell
167
-439
-72% -$15.7K ﹤0.01% 44
2020
Q3 		$21K Hold
606
– – 0.02% 35
2020
Q2 		$21K Sell
606
-160
-21% -$5.24K 0.02% 35
2020
Q1 		$23K Sell
766
-613
-44% -$18.5K 0.02% 37
2019
Q4 		$40K Buy
1,379
+3
+0.2% +$85 0.03% 39
2019
Q3 		$39K Sell
1,376
-534
-28% -$15.1K 0.03% 41
2019
Q2 		$52K Sell
1,910
-21
-1% -$526 0.04% 44
2019
Q1 		$48K Buy
1,931
+393
+26% +$9.82K 0.04% 43
2018
Q4 		$38K Sell
1,538
-18
-1% -$424 0.04% 39
2018
Q3 		$36K Buy
1,556
+1,062
+215% +$24.7K 0.03% 39
2018
Q2 		$12K Buy
+494
New +$12.4K 0.01% 45
2017
Q3 		$7K Buy
+292
New +$7.18K 0.01% 63

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 $175B AUM 40.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s IAU Position: Q3 2024 in Review

Ironwood Wealth Management (Arizona) sold out of iShares Gold Trust (IAU) in Q3 2024, closing a stake of 59 shares — an estimated $2.59K sold.

Ironwood Wealth Management (Arizona) first reported a position in IAU in Q3 2017 and held it in 26 quarters. The position peaked at $52K in Q2 2019. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • Ironwood Wealth Management (Arizona) reported no remaining iShares Gold Trust position as of Q3 2024 after selling out during the quarter.
  • Ironwood Wealth Management (Arizona) sold 59 iShares Gold Trust shares in Q3 2024, an estimated $2.59K.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares Gold Trust in Q3 2017 and held it in 26 quarters.
  • Ironwood Wealth Management (Arizona)'s iShares Gold Trust position peaked at $52K in Q2 2019.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q3 2024, filed 8 Oct 2024.