Lumature Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Lumature Wealth Partners’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	$212K	Hold	5,823	–	–	0.13%	157
2023 Q1	$218K	Hold	5,823	–	–	0.12%	148
2022 Q4	$201K	Hold	5,823	–	–	0.11%	150
2022 Q3	$184K	Buy	5,823 +2,790	+92%	+$91.4K	0.1%	162
2022 Q2	$104K	Hold	3,033	–	–	0.05%	203
2022 Q1	$112K	Hold	3,033	–	–	0.04%	204
2021 Q4	$106K	Sell	3,033 -50	-2%	-$1.71K	0.04%	174
2021 Q3	$103K	Buy	3,083 +1,176	+62%	+$40.1K	0.04%	174
2021 Q2	$64K	Sell	1,907 -2,446	-56%	-$84.5K	0.03%	215
2021 Q1	$142K	Buy	+4,353	New	+$149K	0.07%	146

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lumature Wealth Partners's IAU Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Gold Trust (IAU) position steady in Q2 2023 at 5,823 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #157.

Lumature Wealth Partners first reported a position in IAU in Q1 2021 and has held it in 10 quarters since. The position peaked at $218K in Q1 2023. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

Lumature Wealth Partners held 5,823 shares of iShares Gold Trust worth $212K as of Q2 2023.
Lumature Wealth Partners left its iShares Gold Trust share count unchanged in Q2 2023.
iShares Gold Trust made up 0.13% of Lumature Wealth Partners's portfolio in Q2 2023, its #157 holding.
Lumature Wealth Partners first reported a position in iShares Gold Trust in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's iShares Gold Trust position peaked at $218K in Q1 2023.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.