Leo Brokerage’s iShares Gold Trust IAU Stock Holding History

Leo Brokerage’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 Q2	$229K	Sell	6,295 -80	-1%	-$3K	0.03%	275
2023 Q1	$238K	Buy	+6,375	New	+$229K	0.04%	264
2022 Q2	$1.09M	Sell	31,912 -7,735	-20%	-$275K	0.29%	58
2022 Q1	$1.46M	Buy	+39,647	New	+$1.42M	0.23%	68
2021 Q3	$704K	Buy	21,073 +3,455	+20%	+$118K	0.13%	83
2021 Q2	$594K	Buy	17,618 +2,597	+17%	+$89.8K	0.12%	95
2021 Q1	$488K	Sell	15,021 -10,579	-41%	-$362K	0.14%	96
2020 Q4	$928K	Buy	25,600 +13,886	+119%	+$497K	0.3%	56
2020 Q3	$398K	Buy	+11,714	New	+$428K	0.16%	76

Other funds holding IAU

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AllianceBernstein

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return