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Laurel Wealth Advisors (California)’s iShares Gold Trust IAU Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$594K Hold
17,183
– – 0.06% 326
2022
Q3 		$542K Hold
17,183
– – 0.06% 325
2022
Q2 		$590K Hold
17,183
– – 0.06% 321
2022
Q1 		$633K Sell
17,183
-594
-3% -$21.2K 0.05% 350
2021
Q4 		$619K Buy
17,777
+589
+3% +$20.1K 0.05% 382
2021
Q3 		$574K Hold
17,188
– – 0.11% 214
2021
Q2 		$579K Buy
17,188
+148
+0.9% +$5.12K 0.08% 250
2021
Q1 		$554K Buy
17,040
+67
+0.4% +$2.29K 0.08% 235
2020
Q4 		$615K Sell
16,973
-6,847
-29% -$245K 0.09% 213
2020
Q3 		$857K Buy
23,820
+6,631
+39% +$242K 0.14% 158
2020
Q2 		$584K Sell
17,189
-165
-1% -$5.41K 0.11% 201
2020
Q1 		$523K Buy
17,354
+32
+0.2% +$967 0.12% 195
2019
Q4 		$502K Sell
17,322
-1,286
-7% -$36.5K 0.08% 250
2019
Q3 		$525K Buy
18,608
+1,300
+8% +$36.7K 0.09% 234
2019
Q2 		$467K Buy
17,308
+288
+2% +$7.22K 0.1% 216
2019
Q1 		$421K Hold
17,020
– – 0.1% 219
2018
Q4 		$418K Buy
17,020
+851
+5% +$20K 0.12% 192
2018
Q3 		$369K Hold
16,169
– – 0.09% 237
2018
Q2 		$388K Hold
16,169
– – 0.1% 213
2018
Q1 		$411K Hold
16,169
– – 0.13% 194
2017
Q4 		$404K Hold
16,169
– – 0.12% 205
2017
Q3 		$398K Sell
16,169
-531
-3% -$13.1K 0.13% 178
2017
Q2 		$398K Buy
16,700
+664
+4% +$16.1K 0.14% 173
2017
Q1 		$385K Buy
+16,036
New +$377K 0.15% 171

Other funds holding IAU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IAU Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its iShares Gold Trust (IAU) position steady in Q4 2022 at 17,183 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #326.

Laurel Wealth Advisors (California) first reported a position in IAU in Q1 2017 and has held it in 24 quarters since. The position peaked at $857K in Q3 2020. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • Laurel Wealth Advisors (California) held 17,183 shares of iShares Gold Trust worth $594K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its iShares Gold Trust share count unchanged in Q4 2022.
  • iShares Gold Trust made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #326 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares Gold Trust in Q1 2017 and has held it in 24 quarters since.
  • Laurel Wealth Advisors (California)'s iShares Gold Trust position peaked at $857K in Q3 2020.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.