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Leuthold Group’s iShares Gold Trust IAU Stock Holding History

Leuthold Group’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
Q3 		– Sell
-259,069
Closed -$9.43M – 198
2023
Q2 		$9.43M Sell
259,069
-7,876
-3% -$295K 1.22% 16
2023
Q1 		$9.98M Sell
266,945
-2,349
-0.9% -$84.3K 1.32% 15
2022
Q4 		$9.31M Buy
269,294
+6,575
+3% +$216K 1.26% 17
2022
Q3 		$8.28M Buy
262,719
+2,553
+1% +$83.7K 1.25% 15
2022
Q2 		$8.93M Sell
260,166
-1,106
-0.4% -$39.3K 1.27% 17
2022
Q1 		$9.62M Sell
261,272
-9,961
-4% -$356K 1.23% 17
2021
Q4 		$9.44M Sell
271,233
-5,025
-2% -$172K 1.11% 23
2021
Q3 		$9.23M Sell
276,258
-789
-0.3% -$26.9K 1.13% 21
2021
Q2 		$9.34M Sell
277,047
-9,674
-3% -$334K 1.15% 21
2021
Q1 		$9.32M Buy
286,721
+1,904
+0.7% +$65.1K 1.18% 21
2020
Q4 		$10.3M Sell
284,817
-10,886
-4% -$390K 1.36% 18
2020
Q3 		$10.6M Buy
295,703
+3,771
+1% +$138K 1.46% 16
2020
Q2 		$9.92M Buy
+291,932
New +$9.57M 1.48% 18

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
CSIA
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Leuthold Group's IAU Position: Q3 2023 in Review

Leuthold Group sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 259,069 shares — an estimated $9.43M sold.

Leuthold Group first reported a position in IAU in Q2 2020 and held it in 13 quarters. The position peaked at $10.6M in Q3 2020. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • Leuthold Group reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Leuthold Group sold 259,069 iShares Gold Trust shares in Q3 2023, an estimated $9.43M.
  • Leuthold Group first reported a position in iShares Gold Trust in Q2 2020 and held it in 13 quarters.
  • Leuthold Group's iShares Gold Trust position peaked at $10.6M in Q3 2020.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Leuthold Group's 13F filing for Q3 2023, filed 7 Nov 2023.