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Norwood Financial’s iShares Gold Trust IAU Stock Holding History

Norwood Financial’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
2024
Q1 		$14.2K Hold
338
– – 0.02% 225
2023
Q4 		$13.2K Hold
338
– – 0.02% 213
2023
Q3 		$11.8K Hold
338
– – 0.02% 217
2023
Q2 		$12.3K Hold
338
– – 0.02% 218
2023
Q1 		$12.6K Hold
338
– – 0.02% 208
2022
Q4 		$11.7K Hold
338
– – 0.02% 211
2022
Q3 		$11K Hold
338
– – 0.02% 204
2022
Q2 		$12K Hold
338
– – 0.02% 199
2022
Q1 		$13K Hold
338
– – 0.02% 203
2021
Q4 		$12K Buy
+338
New +$11.6K 0.02% 210

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Norwood Financial's IAU Position: Q1 2024 in Review

Norwood Financial held its iShares Gold Trust (IAU) position steady in Q1 2024 at 338 shares worth $14.2K. The position accounts for 0.02% of the portfolio, ranked #225.

Norwood Financial first reported a position in IAU in Q4 2021 and has held it in 10 quarters since. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Norwood Financial held 338 shares of iShares Gold Trust worth $14.2K as of Q1 2024.
  • Norwood Financial left its iShares Gold Trust share count unchanged in Q1 2024.
  • iShares Gold Trust made up 0.02% of Norwood Financial's portfolio in Q1 2024, its #225 holding.
  • Norwood Financial first reported a position in iShares Gold Trust in Q4 2021 and has held it in 10 quarters since.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.