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Mosaic Advisors’s iShares Gold Trust IAU Stock Holding History

Mosaic Advisors’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
-39,275
Closed -$1.24M – 17
2022
Q3 		$1.24M Sell
39,275
-6,100
-13% -$200K 0.99% 8
2022
Q2 		$1.56M Sell
45,375
-8,213
-15% -$292K 1.17% 10
2022
Q1 		$1.97M Sell
53,588
-89,383
-63% -$3.19M 2.23% 7
2021
Q4 		$4.98M Buy
142,971
+3,163
+2% +$108K 3.65% 7
2021
Q3 		$4.67M Buy
139,808
+1,433
+1% +$48.8K 3.11% 7
2021
Q2 		$4.67M Buy
138,375
+5,311
+4% +$184K 3.04% 7
2021
Q1 		$4.33M Buy
133,064
+12,887
+11% +$440K 3.66% 6
2020
Q4 		$4.36M Buy
+120,177
New +$4.3M 3.99% 7

Other funds holding IAU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $175B AUM 40.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mosaic Advisors's IAU Position: Q4 2022 in Review

Mosaic Advisors sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 39,275 shares — an estimated $1.24M sold.

Mosaic Advisors first reported a position in IAU in Q4 2020 and held it in 8 quarters. The position peaked at $4.98M in Q4 2021. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • Mosaic Advisors reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
  • Mosaic Advisors sold 39,275 iShares Gold Trust shares in Q4 2022, an estimated $1.24M.
  • Mosaic Advisors first reported a position in iShares Gold Trust in Q4 2020 and held it in 8 quarters.
  • Mosaic Advisors's iShares Gold Trust position peaked at $4.98M in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Mosaic Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.