Mark Sheptoff Financial Planning’s iShares Gold Trust IAU Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-300	Closed	-$10.4K	–	391
2022 Q4	$10.4K	Buy	+300	New	+$9.85K	0.01%	263
2021 Q3	–	Sell	-2,000	Closed	-$67K	–	403
2021 Q2	$67K	Sell	2,000 -250	-11%	-$8.64K	0.04%	161
2021 Q1	$73K	Hold	2,250	–	–	0.04%	137
2020 Q4	$82K	Hold	2,250	–	–	0.05%	135
2020 Q3	$81K	Buy	2,250 +500	+29%	+$18.3K	0.05%	127
2020 Q2	$59K	Sell	1,750 -150	-8%	-$4.92K	0.04%	140
2020 Q1	$57K	Buy	+1,900	New	+$57.4K	0.04%	129

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

Mark Sheptoff Financial Planning's IAU Position: Q1 2023 in Review

Mark Sheptoff Financial Planning sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 300 shares — an estimated $10.4K sold.

Mark Sheptoff Financial Planning first reported a position in IAU in Q1 2020 and held it in 7 quarters. The position peaked at $82K in Q4 2020. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

Mark Sheptoff Financial Planning reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 iShares Gold Trust shares in Q1 2023, an estimated $10.4K.
Mark Sheptoff Financial Planning first reported a position in iShares Gold Trust in Q1 2020 and held it in 7 quarters.
Mark Sheptoff Financial Planning's iShares Gold Trust position peaked at $82K in Q4 2020.
1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.