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LWMG LLC’s iShares Gold Trust IAU Stock Holding History

LWMG LLC’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
Q4 		– Sell
-9,884
Closed -$346K – 90
2023
Q3 		$346K Sell
9,884
-1,395
-12% -$50.9K 0.09% 62
2023
Q2 		$410K Sell
11,279
-3,214
-22% -$120K 0.11% 58
2023
Q1 		$542K Sell
14,493
-33,715
-70% -$1.21M 0.17% 45
2022
Q4 		$1.67M Buy
+48,208
New +$1.58M 0.6% 32

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWMG LLC's IAU Position: Q4 2023 in Review

LWMG LLC sold out of iShares Gold Trust (IAU) in Q4 2023, closing a stake of 9,884 shares — an estimated $346K sold.

LWMG LLC first reported a position in IAU in Q4 2022 and held it in 4 quarters. The position peaked at $1.67M in Q4 2022. 1,148 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

  • LWMG LLC reported no remaining iShares Gold Trust position as of Q4 2023 after selling out during the quarter.
  • LWMG LLC sold 9,884 iShares Gold Trust shares in Q4 2023, an estimated $346K.
  • LWMG LLC first reported a position in iShares Gold Trust in Q4 2022 and held it in 4 quarters.
  • LWMG LLC's iShares Gold Trust position peaked at $1.67M in Q4 2022.
  • 1,148 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on LWMG LLC's 13F filing for Q4 2023, filed 6 Feb 2024.