Lindbrook Capital’s iShares Gold Trust IAU Stock Holding History

Lindbrook Capital’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	-12	Closed	-$468	–	2699
2023 Q4	$468	Hold	12	–	–	﹤0.01%	2586
2023 Q3	$420	Hold	12	–	–	﹤0.01%	2565
2023 Q2	$437	Hold	12	–	–	﹤0.01%	2539
2023 Q1	$448	Hold	12	–	–	﹤0.01%	2622
2022 Q4	$415	Hold	12	–	–	﹤0.01%	2625
2022 Q3	$0	Buy	+12	New	+$393	﹤0.01%	2749

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

Lindbrook Capital's IAU Position: Q1 2024 in Review

Lindbrook Capital sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 12 shares — an estimated $468 sold.

Lindbrook Capital first reported a position in IAU in Q3 2022 and held it in 6 quarters. The position peaked at $468 in Q4 2023. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

Lindbrook Capital reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
Lindbrook Capital sold 12 iShares Gold Trust shares in Q1 2024, an estimated $468.
Lindbrook Capital first reported a position in iShares Gold Trust in Q3 2022 and held it in 6 quarters.
Lindbrook Capital's iShares Gold Trust position peaked at $468 in Q4 2023.
1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.