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Pariax’s iShares Gold Trust IAU Stock Holding History

Pariax’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
Q4 		$7.37M Buy
188,927
+21,565
+13% +$807K 16.63% 1
2023
Q3 		$5.86M Buy
167,362
+34,195
+26% +$1.25M 18.27% 1
2023
Q2 		$4.85M Buy
+133,167
New +$4.99M 15.21% 1

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pariax's IAU Position: Q4 2023 in Review

Pariax increased its iShares Gold Trust (IAU) stake by 13% in Q4 2023, buying an estimated $807K and bringing the position to 188,927 shares worth $7.37M. The position accounts for 16.63% of the portfolio, ranked #1.

Pariax first reported a position in IAU in Q2 2023 and has held it in 3 quarters since. 1,150 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

  • Pariax held 188,927 shares of iShares Gold Trust worth $7.37M as of Q4 2023.
  • Pariax bought 21,565 iShares Gold Trust shares in Q4 2023, an estimated $807K.
  • iShares Gold Trust made up 16.63% of Pariax's portfolio in Q4 2023, its #1 holding.
  • Pariax first reported a position in iShares Gold Trust in Q2 2023 and has held it in 3 quarters since.
  • 1,150 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on Pariax's 13F filing for Q4 2023, filed 14 Feb 2024.