KB Financial Partners’s iShares Gold Trust IAU Stock Holding History

KB Financial Partners’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 Q3	$16.6M	Sell	475,781 -1,118	-0.2%	-$40.8K	4.76%	7
2023 Q2	$17.4M	Buy	476,899 +4,444	+0.9%	+$167K	4.77%	7
2023 Q1	$17.7M	Buy	472,455 +978	+0.2%	+$35.1K	5.19%	7
2022 Q4	$16.3M	Sell	471,477 -33,209	-7%	-$1.09M	5.57%	6
2022 Q3	$15.9M	Buy	504,686 +7,153	+1%	+$234K	5.69%	6
2022 Q2	$17.1M	Sell	497,533 -9,852	-2%	-$350K	5.9%	7
2022 Q1	$18.7M	Buy	507,385 +30,012	+6%	+$1.07M	5.16%	8
2021 Q4	$16.6M	Buy	477,373 +72,965	+18%	+$2.49M	4.77%	8
2021 Q3	$13.5M	Buy	404,408 +7,932	+2%	+$270K	4.95%	8
2021 Q2	$13.4M	Buy	396,476 +29,148	+8%	+$1.01M	5.05%	8
2021 Q1	$11.9M	Buy	+367,328	New	+$12.6M	5.08%	8

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

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

KB Financial Partners's IAU Position: Q3 2023 in Review

KB Financial Partners reduced its iShares Gold Trust (IAU) stake by 0.23% in Q3 2023, selling an estimated $40.8K and leaving 475,781 shares worth $16.6M. The position accounts for 4.76% of the portfolio, ranked #7.

KB Financial Partners first reported a position in IAU in Q1 2021 and has held it in 11 quarters since. The position peaked at $18.7M in Q1 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

KB Financial Partners held 475,781 shares of iShares Gold Trust worth $16.6M as of Q3 2023.
KB Financial Partners sold 1,118 iShares Gold Trust shares in Q3 2023, an estimated $40.8K.
iShares Gold Trust made up 4.76% of KB Financial Partners's portfolio in Q3 2023, its #7 holding.
KB Financial Partners first reported a position in iShares Gold Trust in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's iShares Gold Trust position peaked at $18.7M in Q1 2022.
1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.