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Nauset Wealth Management’s iShares Gold Trust IAU Stock Holding History

Nauset Wealth 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
2022
Q1 		$5.7M Sell
154,786
-3,984
-3% -$142K 4.53% 8
2021
Q4 		$5.53M Buy
+158,770
New +$5.43M 5.27% 6

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nauset Wealth Management's IAU Position: Q1 2022 in Review

Nauset Wealth Management reduced its iShares Gold Trust (IAU) stake by 2.5% in Q1 2022, selling an estimated $142K and leaving 154,786 shares worth $5.7M. The position accounts for 4.53% of the portfolio, ranked #8.

Nauset Wealth Management first reported a position in IAU in Q4 2021 and has held it in 2 quarters since. 961 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • Nauset Wealth Management held 154,786 shares of iShares Gold Trust worth $5.7M as of Q1 2022.
  • Nauset Wealth Management sold 3,984 iShares Gold Trust shares in Q1 2022, an estimated $142K.
  • iShares Gold Trust made up 4.53% of Nauset Wealth Management's portfolio in Q1 2022, its #8 holding.
  • Nauset Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 2 quarters since.
  • 961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.