Janiczek Wealth Management’s iShares Gold Trust IAU Stock Holding History

Janiczek Wealth Management’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 Q2	$967	Hold	22	–	–	﹤0.01%	932
2024 Q1	$925	Hold	22	–	–	﹤0.01%	951
2023 Q4	$859	Sell	22 -620	-97%	-$23.2K	﹤0.01%	950
2023 Q3	$22.5K	Buy	642 +620	+2,818%	+$22.6K	0.01%	509
2023 Q2	$801	Hold	22	–	–	﹤0.01%	870
2023 Q1	$837	Hold	22	–	–	﹤0.01%	867
2022 Q4	$792	Hold	22	–	–	﹤0.01%	877
2022 Q3	$1K	Sell	22 -10	-31%	-$328	﹤0.01%	839
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	872
2022 Q1	$1K	Hold	32	–	–	﹤0.01%	865
2021 Q4	$1K	Hold	32	–	–	﹤0.01%	922
2021 Q3	$1K	Hold	32	–	–	﹤0.01%	897
2021 Q2	$1K	Sell	32 -1	-3%	-$35	﹤0.01%	848
2021 Q1	$1K	Hold	33	–	–	﹤0.01%	809
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	736
2020 Q3	$1K	Hold	33	–	–	﹤0.01%	577
2020 Q2	$1K	Hold	33	–	–	﹤0.01%	338
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	143
2019 Q4	$1K	Hold	33	–	–	﹤0.01%	145
2019 Q3	$1K	Hold	33	–	–	﹤0.01%	147
2019 Q2	$1K	Hold	33	–	–	﹤0.01%	175
2019 Q1	$1K	Hold	33	–	–	﹤0.01%	151
2018 Q4	$1K	Hold	33	–	–	﹤0.01%	151
2018 Q3	$1K	Hold	33	–	–	﹤0.01%	136
2018 Q2	$1K	Buy	+33	New	+$827	﹤0.01%	146

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janiczek Wealth Management's IAU Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2024 at 22 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Janiczek Wealth Management first reported a position in IAU in Q2 2018 and has held it in 25 quarters since. The position peaked at $22.5K in Q3 2023. 1,170 funds tracked by Wall St. Rank hold IAU as of Q2 2024.

Janiczek Wealth Management held 22 shares of iShares Gold Trust worth $967 as of Q2 2024.
Janiczek Wealth Management left its iShares Gold Trust share count unchanged in Q2 2024.
iShares Gold Trust made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #932 holding.
Janiczek Wealth Management first reported a position in iShares Gold Trust in Q2 2018 and has held it in 25 quarters since.
Janiczek Wealth Management's iShares Gold Trust position peaked at $22.5K in Q3 2023.
1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.