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Raymond James Financial Services Advisors’s iShares Gold Trust IAU Stock Holding History

Raymond James Financial Services 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
2020
Q4 		– Sell
-40,400
Closed -$36K – 3023
2020
Q3 		$36K Buy
+40,400
New +$1.48M ﹤0.01% 2791

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

Raymond James Financial Services Advisors's IAU Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Gold Trust (IAU) stake by 4.5% in Q3 2024, buying an estimated $2.28M and bringing the position to 1,128,650 shares worth $56.1M. The position accounts for 0.07% of the portfolio, ranked #248.

Raymond James Financial Services Advisors first reported a position in IAU in Q2 2013 and has held it in 46 quarters since. The position peaked at $94.7M in Q3 2020. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • Raymond James Financial Services Advisors held 1,128,650 shares of iShares Gold Trust worth $56.1M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 48,742 iShares Gold Trust shares in Q3 2024, an estimated $2.28M.
  • iShares Gold Trust made up 0.07% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #248 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 46 quarters since.
  • Raymond James Financial Services Advisors's iShares Gold Trust position peaked at $94.7M in Q3 2020.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.