LYNX CAPITAL GROUP LTD /ADV’s iShares Gold Trust IAU Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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 Q4	$3.68M	Buy	+94,188	New	+$3.52M	2.68%	8

Other funds holding IAU

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LYNX CAPITAL GROUP LTD /ADV's IAU Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in iShares Gold Trust (IAU) in Q4 2023: 94,188 shares worth $3.68M. The stake represents 2.68% of the portfolio and ranks #8 among its holdings.

1,150 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 94,188 shares of iShares Gold Trust worth $3.68M as of Q4 2023.
iShares Gold Trust was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
iShares Gold Trust made up 2.68% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #8 holding.
1,150 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.