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Pillar Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Pillar Wealth Advisors’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
Q3 		– Sell
-4,662
Closed -$205K – 26
2024
Q2 		$205K Buy
+4,662
New +$206K 0.25% 57

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 $175B AUM 40.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pillar Wealth Advisors's IAU Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of iShares Gold Trust (IAU) in Q3 2024, closing a stake of 4,662 shares — an estimated $205K sold.

Pillar Wealth Advisors first reported a position in IAU in Q2 2024 and held it in 1 quarter. The position peaked at $205K in Q2 2024. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • Pillar Wealth Advisors reported no remaining iShares Gold Trust position as of Q3 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 4,662 iShares Gold Trust shares in Q3 2024, an estimated $205K.
  • Pillar Wealth Advisors first reported a position in iShares Gold Trust in Q2 2024 and held it in 1 quarter.
  • Pillar Wealth Advisors's iShares Gold Trust position peaked at $205K in Q2 2024.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.