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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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEIRG Wealth Management's IAU Position: Q3 2023 in Review

NEIRG Wealth Management sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 10,946 shares — an estimated $398K sold.

NEIRG Wealth Management first reported a position in IAU in Q4 2021 and held it in 7 quarters. The position peaked at $409K in Q1 2023. 1,036 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • NEIRG Wealth Management reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 10,946 iShares Gold Trust shares in Q3 2023, an estimated $398K.
  • NEIRG Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and held it in 7 quarters.
  • NEIRG Wealth Management's iShares Gold Trust position peaked at $409K in Q1 2023.
  • 1,036 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.