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Raymond James & Associates’s iShares Gold Trust IAU Stock Holding History

Raymond James & Associates’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 		$2.36M Buy
51,600
+23,600
+84% +$1.1M ﹤0.01% 2129
2024
Q2 		$1.18M Buy
+28,000
New +$1.24M ﹤0.01% 2517
2024
Q1 		– Sell
-21,100
Closed -$844K – 3974
2023
Q4 		$844K Buy
+21,100
New +$790K ﹤0.01% 2620

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
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

Raymond James & Associates's IAU Position: Q3 2024 in Review

Raymond James & Associates increased its iShares Gold Trust (IAU) stake by 12% in Q3 2024, buying an estimated $21.1M and bringing the position to 4,337,296 shares worth $216M. The position accounts for 0.13% of the portfolio, ranked #138.

Raymond James & Associates first reported a position in IAU in Q2 2013 and has held it in 46 quarters since. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • Raymond James & Associates held 4,337,296 shares of iShares Gold Trust worth $216M as of Q3 2024.
  • Raymond James & Associates bought 450,002 iShares Gold Trust shares in Q3 2024, an estimated $21.1M.
  • iShares Gold Trust made up 0.13% of Raymond James & Associates's portfolio in Q3 2024, its #138 holding.
  • Raymond James & Associates first reported a position in iShares Gold Trust in Q2 2013 and has held it in 46 quarters since.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.