NWM
IAU icon

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

NEIRG 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
2023
Q3 		– Sell
-10,946
Closed -$398K – 47
2023
Q2 		$398K Hold
10,946
– – 0.07% 105
2023
Q1 		$409K Hold
10,946
– – 0.07% 110
2022
Q4 		$379K Hold
10,946
– – 0.07% 118
2022
Q3 		$345K Buy
10,946
+5
+0% +$164 0.07% 115
2022
Q2 		$375K Sell
10,941
-140
-1% -$4.98K 0.08% 109
2022
Q1 		$408K Buy
11,081
+1,392
+14% +$49.7K 0.08% 107
2021
Q4 		$337K Buy
+9,689
New +$331K 0.06% 101

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return