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Prostatis Group’s iShares Gold Trust IAU Stock Holding History

Prostatis Group’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
Q3 		– Sell
-47,143
Closed -$63.2K – 159
2023
Q2 		$63.2K Buy
+47,143
New +$1.77M 0.03% 160
2020
Q1 		– Sell
-41,688
Closed -$1.21M – 62
2019
Q4 		$1.21M Buy
+41,688
New +$1.18M 1.09% 27

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prostatis Group's IAU Position: Q3 2023 in Review

Prostatis Group sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 47,143 shares — an estimated $63.2K sold.

Prostatis Group first reported a position in IAU in Q4 2019 and held it in 2 quarters. The position peaked at $1.21M in Q4 2019. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • Prostatis Group reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Prostatis Group sold 47,143 iShares Gold Trust shares in Q3 2023, an estimated $63.2K.
  • Prostatis Group first reported a position in iShares Gold Trust in Q4 2019 and held it in 2 quarters.
  • Prostatis Group's iShares Gold Trust position peaked at $1.21M in Q4 2019.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.