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Lake Street Advisors Group’s iShares Gold Trust IAU Stock Holding History

Lake Street Advisors Group’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 		$1.05M Sell
21,270
-2,216
-9% -$111K 0.05% 219
2024
Q3 		$1.17M Sell
23,486
-597
-2% -$27.9K 0.05% 195
2024
Q2 		$1.06M Buy
24,083
+1,216
+5% +$53.7K 0.05% 207
2024
Q1 		$961K Hold
22,867
– – 0.04% 237
2023
Q4 		$892K Sell
22,867
-34
-0.1% -$1.27K 0.04% 235
2023
Q3 		$801K Buy
22,901
+5
+0% +$182 0.05% 178
2023
Q2 		$833K Sell
22,896
-6,799
-23% -$255K 0.05% 181
2023
Q1 		$1.11M Sell
29,695
-829,188
-97% -$29.8M 0.07% 155
2022
Q4 		$29.7M Hold
858,883
– – 1.96% 16
2022
Q3 		$27.1M Sell
858,883
-13,459
-2% -$441K 1.96% 17
2022
Q2 		$29.9M Buy
872,342
+20,395
+2% +$726K 2.13% 15
2022
Q1 		$31.4M Hold
851,947
– – 2% 15
2021
Q4 		$29.7M Sell
851,947
-350,573
-29% -$12M 1.87% 15
2021
Q3 		$40.2M Buy
+1,202,520
New +$41M 4.3% 7
2019
Q4 		– Sell
-6,385
Closed -$180K – 257
2019
Q3 		$180K Sell
6,385
-248
-4% -$7K 0.02% 215
2019
Q2 		$179K Sell
6,633
-17,355
-72% -$435K 0.02% 217
2019
Q1 		$594K Sell
23,988
-6
-0% -$150 0.06% 90
2018
Q4 		$590K Sell
23,994
-147
-0.6% -$3.46K 0.07% 80
2018
Q3 		$552K Sell
24,141
-20,774
-46% -$483K 0.06% 86
2018
Q2 		$1.08M Sell
44,915
-219,783
-83% -$5.51M 0.11% 71
2018
Q1 		$6.74M Sell
264,698
-200,062
-43% -$5.11M 0.76% 19
2017
Q4 		$11.6M Buy
+464,760
New +$11.4M 1.31% 17

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 $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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Lake Street Advisors Group's IAU Position: Q4 2024 in Review

Lake Street Advisors Group reduced its iShares Gold Trust (IAU) stake by 9.4% in Q4 2024, selling an estimated $111K and leaving 21,270 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #219.

Lake Street Advisors Group first reported a position in IAU in Q4 2017 and has held it in 22 quarters since. The position peaked at $40.2M in Q3 2021. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Lake Street Advisors Group held 21,270 shares of iShares Gold Trust worth $1.05M as of Q4 2024.
  • Lake Street Advisors Group sold 2,216 iShares Gold Trust shares in Q4 2024, an estimated $111K.
  • iShares Gold Trust made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #219 holding.
  • Lake Street Advisors Group first reported a position in iShares Gold Trust in Q4 2017 and has held it in 22 quarters since.
  • Lake Street Advisors Group's iShares Gold Trust position peaked at $40.2M in Q3 2021.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.