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Kades & Cheifetz’s iShares Gold Trust IAU Stock Holding History

Kades & Cheifetz’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
Q4 		$6.32M Buy
127,620
+518
+0.4% +$26K 3.23% 6
2024
Q3 		$6.32M Sell
127,102
-48
-0% -$2.25K 3.62% 6
2024
Q2 		$5.59M Sell
127,150
-2,602
-2% -$115K 3.51% 6
2024
Q1 		$5.45M Buy
129,752
+1,394
+1% +$54.6K 3.49% 6
2023
Q4 		$5.01M Sell
128,358
-490
-0.4% -$18.3K 3.55% 7
2023
Q3 		$4.51M Sell
128,848
-528
-0.4% -$19.3K 3.57% 10
2023
Q2 		$4.71M Buy
129,376
+274
+0.2% +$10.3K 3.61% 10
2023
Q1 		$4.82M Buy
129,102
+654
+0.5% +$23.5K 3.8% 8
2022
Q4 		$4.44M Buy
+128,448
New +$4.22M 3.71% 10

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kades & Cheifetz's IAU Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares Gold Trust (IAU) stake by 0.41% in Q4 2024, buying an estimated $26K and bringing the position to 127,620 shares worth $6.32M. The position accounts for 3.23% of the portfolio, ranked #6.

Kades & Cheifetz first reported a position in IAU in Q4 2022 and has held it in 9 quarters since. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Kades & Cheifetz held 127,620 shares of iShares Gold Trust worth $6.32M as of Q4 2024.
  • Kades & Cheifetz bought 518 iShares Gold Trust shares in Q4 2024, an estimated $26K.
  • iShares Gold Trust made up 3.23% of Kades & Cheifetz's portfolio in Q4 2024, its #6 holding.
  • Kades & Cheifetz first reported a position in iShares Gold Trust in Q4 2022 and has held it in 9 quarters since.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.