Lee Financial’s iShares Gold Trust IAU Stock Holding History

Lee Financial’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 Q1	–	Sell	-40	Closed	-$1.56K	–	468
2023 Q4	$1.56K	Sell	40 -55	-58%	-$2.06K	﹤0.01%	774
2023 Q3	$3.33K	Buy	95 +55	+138%	+$2.01K	﹤0.01%	581
2023 Q2	$1.46K	Buy	+40	New	+$1.5K	﹤0.01%	706
2019 Q2	–	Sell	-102	Closed	-$3K	–	528
2019 Q1	$3K	Buy	+102	New	+$2.55K	﹤0.01%	450
2018 Q4	–	Sell	-625	Closed	-$14K	–	458
2018 Q3	$14K	Hold	625	–	–	﹤0.01%	284
2018 Q2	$15K	Hold	625	–	–	﹤0.01%	403
2018 Q1	$16K	Hold	625	–	–	﹤0.01%	387
2017 Q4	$16K	Hold	625	–	–	﹤0.01%	275
2017 Q3	$15K	Hold	625	–	–	﹤0.01%	273
2017 Q2	$15K	Hold	625	–	–	0.01%	270
2017 Q1	$15K	Hold	625	–	–	0.01%	237
2016 Q4	$14K	Buy	+625	New	+$14.7K	0.01%	250

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee Financial's IAU Position: Q1 2024 in Review

Lee Financial sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 40 shares — an estimated $1.56K sold.

Lee Financial first reported a position in IAU in Q4 2016 and held it in 12 quarters. The position peaked at $16K in Q1 2018. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

Lee Financial reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 40 iShares Gold Trust shares in Q1 2024, an estimated $1.56K.
Lee Financial first reported a position in iShares Gold Trust in Q4 2016 and held it in 12 quarters.
Lee Financial's iShares Gold Trust position peaked at $16K in Q1 2018.
1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.