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Lenox Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Lenox Wealth Advisors’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
Q1 		$233K Sell
6,306
-128
-2% -$4.57K 0.03% 100
2021
Q4 		$224K Buy
6,434
+114
+2% +$3.9K 0.03% 104
2021
Q3 		$211K Buy
6,320
+14
+0.2% +$477 0.03% 99
2021
Q2 		$213K Sell
6,306
-359
-5% -$12.4K 0.03% 99
2021
Q1 		$217K Buy
6,665
+1,006
+18% +$34.4K 0.03% 81
2020
Q4 		$205K Hold
5,659
– – 0.03% 85
2020
Q3 		$204K Hold
5,659
– – 0.03% 77
2020
Q2 		$192K Hold
5,659
– – 0.03% 70
2020
Q1 		$171K Hold
5,659
– – 0.03% 70
2019
Q4 		$164K Hold
5,659
– – 0.03% 93
2019
Q3 		$160K Buy
5,659
+369
+7% +$10.4K 0.03% 89
2019
Q2 		$143K Hold
5,290
– – 0.03% 92
2019
Q1 		$131K Hold
5,290
– – 0.02% 92
2018
Q4 		$130K Buy
5,290
+2,500
+90% +$58.9K 0.03% 88
2018
Q3 		$64K Hold
2,790
– – 0.01% 120
2018
Q2 		$67K Hold
2,790
– – 0.01% 113
2018
Q1 		$71K Hold
2,790
– – 0.02% 134
2017
Q4 		$70K Hold
2,790
– – 0.02% 89
2017
Q3 		$69K Hold
2,790
– – 0.02% 46
2017
Q2 		$67K Hold
2,790
– – 0.02% 47
2017
Q1 		$67K Hold
2,790
– – 0.02% 43
2016
Q4 		$62K Hold
2,790
– – 0.02% 47
2016
Q3 		$71K Sell
2,790
-7,700
-73% -$198K 0.02% 65
2016
Q2 		$268K Hold
10,490
– – 0.08% 29
2016
Q1 		$249K Sell
10,490
-261
-2% -$5.97K 0.07% 28
2015
Q4 		$220K Buy
10,751
+261
+2% +$5.57K 0.07% 32
2015
Q3 		$226K Hold
10,490
– – 0.08% 30
2015
Q2 		$238K Buy
10,490
+1,025
+11% +$23.7K 0.1% 27
2015
Q1 		$217K Buy
9,465
+2,400
+34% +$56.6K 0.09% 31
2014
Q4 		$162K Buy
7,065
+3,765
+114% +$87.5K 0.07% 38
2014
Q3 		$77K Buy
+3,300
New +$81.9K 0.03% 57

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lenox Wealth Advisors's IAU Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 2% in Q1 2022, selling an estimated $4.57K and leaving 6,306 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #100.

Lenox Wealth Advisors first reported a position in IAU in Q3 2014 and has held it in 31 quarters since. The position peaked at $268K in Q2 2016. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • Lenox Wealth Advisors held 6,306 shares of iShares Gold Trust worth $233K as of Q1 2022.
  • Lenox Wealth Advisors sold 128 iShares Gold Trust shares in Q1 2022, an estimated $4.57K.
  • iShares Gold Trust made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #100 holding.
  • Lenox Wealth Advisors first reported a position in iShares Gold Trust in Q3 2014 and has held it in 31 quarters since.
  • Lenox Wealth Advisors's iShares Gold Trust position peaked at $268K in Q2 2016.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.