Mine & Arao Wealth Creation & Management’s iShares Gold Trust IAU Stock Holding History

Mine & Arao Wealth Creation & Management’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 Q2	–	Sell	-150	Closed	-$6.3K	–	202
2024 Q1	$6.3K	Hold	150	–	–	﹤0.01%	239
2023 Q4	$5.86K	Hold	150	–	–	﹤0.01%	246
2023 Q3	$5.25K	Hold	150	–	–	﹤0.01%	251
2023 Q2	$5.46K	Hold	150	–	–	﹤0.01%	259
2023 Q1	$5.61K	Hold	150	–	–	﹤0.01%	255
2022 Q4	$5.19K	Hold	150	–	–	﹤0.01%	259
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	274
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	270
2022 Q1	$6K	Hold	150	–	–	﹤0.01%	264
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	275
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	252
2021 Q2	$5K	Hold	150	–	–	﹤0.01%	246
2021 Q1	$5K	Hold	150	–	–	﹤0.01%	236
2020 Q4	$5K	Hold	150	–	–	﹤0.01%	237
2020 Q3	$5K	Hold	150	–	–	﹤0.01%	225
2020 Q2	$5K	Hold	150	–	–	﹤0.01%	204
2020 Q1	$5K	Hold	150	–	–	0.01%	202
2019 Q4	$4K	Buy	+150	New	+$4.25K	﹤0.01%	217

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

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

Mine & Arao Wealth Creation & Management's IAU Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Gold Trust (IAU) in Q2 2024, closing a stake of 150 shares — an estimated $6.3K sold.

Mine & Arao Wealth Creation & Management first reported a position in IAU in Q4 2019 and held it in 18 quarters. The position peaked at $6.3K in Q1 2024. 1,170 funds tracked by Wall St. Rank hold IAU as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares Gold Trust position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 150 iShares Gold Trust shares in Q2 2024, an estimated $6.3K.
Mine & Arao Wealth Creation & Management first reported a position in iShares Gold Trust in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's iShares Gold Trust position peaked at $6.3K in Q1 2024.
1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.