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Karn Couzens & Associates’s iShares Gold Trust IAU Stock Holding History

Karn Couzens & Associates’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
Q1 		$227K Hold
6,162
– – 0.14% 82
2021
Q4 		$214K Buy
+6,162
New +$211K 0.15% 79

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Karn Couzens & Associates's IAU Position: Q1 2022 in Review

Karn Couzens & Associates held its iShares Gold Trust (IAU) position steady in Q1 2022 at 6,162 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #82.

Karn Couzens & Associates first reported a position in IAU in Q4 2021 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • Karn Couzens & Associates held 6,162 shares of iShares Gold Trust worth $227K as of Q1 2022.
  • Karn Couzens & Associates left its iShares Gold Trust share count unchanged in Q1 2022.
  • iShares Gold Trust made up 0.14% of Karn Couzens & Associates's portfolio in Q1 2022, its #82 holding.
  • Karn Couzens & Associates first reported a position in iShares Gold Trust in Q4 2021 and has held it in 2 quarters since.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.