Moody National Bank Trust Division’s iShares Gold Trust IAU Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-40,547	Closed	-$1.28M	–	606
2022 Q3	$1.28M	Hold	40,547	–	–	0.13%	142
2022 Q2	$1.39M	Hold	40,547	–	–	0.15%	119
2022 Q1	$1.49M	Buy	40,547 +4,612	+13%	+$165K	0.05%	145
2021 Q4	$1.25M	Hold	35,935	–	–	0.04%	198
2021 Q3	$1.2M	Buy	+35,935	New	+$1.22M	0.02%	267
2021 Q2	–	Sell	-35,936	Closed	-$1.17M	–	404
2021 Q1	$1.17M	Hold	35,936	–	–	0.03%	270
2020 Q4	$1.3M	Hold	35,936	–	–	0.03%	246
2020 Q3	$1.29M	Hold	35,936	–	–	0.04%	225
2020 Q2	$1.22M	Sell	35,936 -9,688	-21%	-$317K	0.04%	228
2020 Q1	$1.38M	Hold	45,624	–	–	0.05%	208
2019 Q4	$1.32M	Hold	45,624	–	–	0.04%	222
2019 Q3	$1.29M	Hold	45,624	–	–	0.04%	222
2019 Q2	$1.23M	Buy	45,624 +6,214	+16%	+$156K	0.03%	221
2019 Q1	$976K	Hold	39,410	–	–	0.03%	237
2018 Q4	$969K	Buy	+39,410	New	+$928K	0.03%	229

Other funds holding IAU

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moody National Bank Trust Division's IAU Position: Q4 2022 in Review

Moody National Bank Trust Division sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 40,547 shares — an estimated $1.28M sold.

Moody National Bank Trust Division first reported a position in IAU in Q4 2018 and held it in 15 quarters. The position peaked at $1.49M in Q1 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

Moody National Bank Trust Division reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
Moody National Bank Trust Division sold 40,547 iShares Gold Trust shares in Q4 2022, an estimated $1.28M.
Moody National Bank Trust Division first reported a position in iShares Gold Trust in Q4 2018 and held it in 15 quarters.
Moody National Bank Trust Division's iShares Gold Trust position peaked at $1.49M in Q1 2022.
1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Moody National Bank Trust Division's 13F filing for Q4 2022, filed 11 Jan 2023.