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Money Concepts Capital’s iShares Gold Trust Micro IAUM Stock Holding History

Money Concepts Capital’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-80
Closed -$1.46K – 1616
2022
Q4 		$1.46K Buy
+80
New +$1.38K ﹤0.01% 2792

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GP
Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Money Concepts Capital's IAUM Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Gold Trust Micro (IAUM) in Q1 2023, closing a stake of 80 shares — an estimated $1.46K sold.

Money Concepts Capital first reported a position in IAUM in Q4 2022 and held it in 1 quarter. The position peaked at $1.46K in Q4 2022. 24 funds tracked by Wall St. Rank hold IAUM as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Gold Trust Micro position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 80 iShares Gold Trust Micro shares in Q1 2023, an estimated $1.46K.
  • Money Concepts Capital first reported a position in iShares Gold Trust Micro in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's iShares Gold Trust Micro position peaked at $1.46K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.