Psagot Value Holdings’s iShares Gold Trust IAU Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-1,017	Closed	-$35K	–	537
2022 Q4	$35K	Hold	1,017	–	–	0.01%	284
2022 Q3	$32K	Buy	+1,017	New	+$33.3K	0.01%	269
2020 Q4	–	Sell	-6,500	Closed	-$234K	–	381
2020 Q3	$234K	Buy	+6,500	New	+$237K	0.01%	252
2017 Q3	–	Sell	-21,203	Closed	-$506K	–	319
2017 Q2	$506K	Hold	21,203	–	–	0.02%	182
2017 Q1	$509K	Hold	21,203	–	–	0.02%	180
2016 Q4	$470K	Sell	21,203 -100	-0.5%	-$2.35K	0.02%	175
2016 Q3	$541K	Buy	21,303 +21,237	+32,177%	+$547K	0.02%	174
2016 Q2	$2K	Buy	+66	New	+$1.6K	﹤0.01%	338

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Psagot Value Holdings's IAU Position: Q1 2023 in Review

Psagot Value Holdings sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 1,017 shares — an estimated $35K sold.

Psagot Value Holdings first reported a position in IAU in Q2 2016 and held it in 8 quarters. The position peaked at $541K in Q3 2016. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

Psagot Value Holdings reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 1,017 iShares Gold Trust shares in Q1 2023, an estimated $35K.
Psagot Value Holdings first reported a position in iShares Gold Trust in Q2 2016 and held it in 8 quarters.
Psagot Value Holdings's iShares Gold Trust position peaked at $541K in Q3 2016.
1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.