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Private Portfolio Partners’s iShares Gold Trust IAU Stock Holding History

Private Portfolio Partners’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
Q4 		$932K Sell
18,822
-51
-0.3% -$2.56K 0.17% 101
2024
Q3 		$938K Buy
+18,873
New +$883K 0.18% 100
2024
Q2 		– Sell
-19,497
Closed -$819K – 150
2024
Q1 		$819K Sell
19,497
-400
-2% -$15.7K 0.17% 104
2023
Q4 		$777K Sell
19,897
-416
-2% -$15.6K 0.18% 98
2023
Q3 		$711K Sell
20,313
-1,930
-9% -$70.4K 0.18% 94
2023
Q2 		$809K Sell
22,243
-26
-0.1% -$975 0.21% 82
2023
Q1 		$832K Sell
22,269
-550
-2% -$19.7K 0.23% 79
2022
Q4 		$789K Buy
22,819
+445
+2% +$14.6K 0.21% 93
2022
Q3 		$705K Sell
22,374
-75
-0.3% -$2.46K 0.2% 99
2022
Q2 		$770K Buy
22,449
+116
+0.5% +$4.13K 0.21% 92
2022
Q1 		$823K Buy
22,333
+873
+4% +$31.2K 0.2% 94
2021
Q4 		$747K Buy
21,460
+109
+0.5% +$3.73K 0.19% 112
2021
Q3 		$713K Sell
21,351
-194
-0.9% -$6.61K 0.2% 104
2021
Q2 		$726K Sell
21,545
-70
-0.3% -$2.42K 0.21% 103
2021
Q1 		$703K Sell
21,615
-61
-0.3% -$2.08K 0.23% 93
2020
Q4 		$786K Buy
21,676
+682
+3% +$24.4K 0.28% 78
2020
Q3 		$755K Buy
20,994
+653
+3% +$23.8K 0.31% 79
2020
Q2 		$691K Buy
20,341
+20
+0.1% +$655 0.32% 77
2020
Q1 		$613K Sell
20,321
-872
-4% -$26.4K 0.33% 82
2019
Q4 		$615K Sell
21,193
-27
-0.1% -$766 0.27% 96
2019
Q3 		$599K Sell
21,220
-6,452
-23% -$182K 0.28% 90
2019
Q2 		$748K Buy
27,672
+1,711
+7% +$42.9K 0.32% 86
2019
Q1 		$643K Sell
25,961
-3,656
-12% -$91.3K 0.34% 76
2018
Q4 		$728K Buy
+29,617
New +$697K 0.45% 60

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Private Portfolio Partners's IAU Position: Q4 2024 in Review

Private Portfolio Partners reduced its iShares Gold Trust (IAU) stake by 0.27% in Q4 2024, selling an estimated $2.56K and leaving 18,822 shares worth $932K. The position accounts for 0.17% of the portfolio, ranked #101.

Private Portfolio Partners first reported a position in IAU in Q4 2018 and has held it in 24 quarters since. The position peaked at $938K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Private Portfolio Partners held 18,822 shares of iShares Gold Trust worth $932K as of Q4 2024.
  • Private Portfolio Partners sold 51 iShares Gold Trust shares in Q4 2024, an estimated $2.56K.
  • iShares Gold Trust made up 0.17% of Private Portfolio Partners's portfolio in Q4 2024, its #101 holding.
  • Private Portfolio Partners first reported a position in iShares Gold Trust in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares Gold Trust position peaked at $938K in Q3 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.