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Mariner Independent Advisor Network’s iShares Gold Trust IAU Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		– Sell
-12,639
Closed -$431K – 571
2022
Q2 		$431K Sell
12,639
-633
-5% -$22.5K 0.02% 487
2022
Q1 		$486K Sell
13,272
-11,634
-47% -$416K 0.02% 448
2021
Q4 		$853K Buy
+24,906
New +$851K 0.04% 346
2021
Q3 		– Sell
-27,952
Closed -$942K – 501
2021
Q2 		$942K Sell
27,952
-48,546
-63% -$1.68M 0.04% 344
2021
Q1 		$2.49M Sell
76,498
-12,860
-14% -$439K 0.13% 165
2020
Q4 		$3.24M Buy
89,358
+47,242
+112% +$1.69M 0.17% 145
2020
Q3 		$1.51M Sell
42,116
-15,800
-27% -$577K 0.13% 178
2020
Q2 		$1.96M Buy
57,916
+7,513
+15% +$246K 0.18% 136
2020
Q1 		$1.53M Sell
50,403
-29,386
-37% -$888K 0.14% 163
2019
Q4 		$2.31M Buy
79,789
+57,590
+259% +$1.63M 0.17% 134
2019
Q3 		$628K Buy
22,199
+13,687
+161% +$386K 0.05% 299
2019
Q2 		$227K Buy
+8,512
New +$213K 0.02% 360
2018
Q2 		– Sell
-12,550
Closed -$319K – 228
2018
Q1 		$319K Buy
12,550
+52
+0.4% +$1.33K 0.02% 311
2017
Q4 		$313K Buy
+12,498
New +$307K 0.03% 273
2016
Q2 		– Sell
-11,288
Closed -$268K – 151
2016
Q1 		$268K Buy
+11,288
New +$258K 0.09% 104
2015
Q3 		– Sell
-5,837
Closed -$132K – 131
2015
Q2 		$132K Buy
+5,837
New +$135K 0.06% 96
2015
Q1 		– Sell
-19,222
Closed -$440K – 114
2014
Q4 		$440K Sell
19,222
-17,269
-47% -$401K 0.2% 93
2014
Q3 		$854K Buy
+36,491
New +$906K 0.45% 42

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mariner Independent Advisor Network's IAU Position: Q3 2022 in Review

Mariner Independent Advisor Network sold out of iShares Gold Trust (IAU) in Q3 2022, closing a stake of 12,639 shares — an estimated $431K sold.

Mariner Independent Advisor Network first reported a position in IAU in Q3 2014 and held it in 18 quarters. The position peaked at $3.24M in Q4 2020. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

  • Mariner Independent Advisor Network reported no remaining iShares Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 12,639 iShares Gold Trust shares in Q3 2022, an estimated $431K.
  • Mariner Independent Advisor Network first reported a position in iShares Gold Trust in Q3 2014 and held it in 18 quarters.
  • Mariner Independent Advisor Network's iShares Gold Trust position peaked at $3.24M in Q4 2020.
  • 959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.