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Oxler Private Wealth’s iShares Gold Trust IAU Stock Holding History

Oxler Private Wealth’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
-102
Closed -$13.8K – 202
2022
Q3 		$13.8K Buy
+102
New +$3.34K 0.01% 332

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 $154B AUM 29.96% 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

Oxler Private Wealth's IAU Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 102 shares — an estimated $13.8K sold.

Oxler Private Wealth first reported a position in IAU in Q3 2022 and held it in 1 quarter. The position peaked at $13.8K in Q3 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 102 iShares Gold Trust shares in Q4 2022, an estimated $13.8K.
  • Oxler Private Wealth first reported a position in iShares Gold Trust in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares Gold Trust position peaked at $13.8K in Q3 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.