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Realta Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-5,525
Closed -$243K – 526
2024
Q2 		$243K Hold
5,525
– – 0.05% 352
2024
Q1 		$232K Sell
5,525
-1,060
-16% -$41.6K 0.05% 373
2023
Q4 		$257K Sell
6,585
-7,717
-54% -$289K 0.06% 345
2023
Q3 		$520K Buy
14,302
+150
+1% +$5.47K 0.12% 201
2023
Q2 		$515K Buy
14,152
+2,791
+25% +$105K 0.11% 213
2023
Q1 		$425K Buy
11,361
+377
+3% +$13.5K 0.1% 229
2022
Q4 		$380K Buy
10,984
+136
+1% +$4.47K 0.09% 252
2022
Q3 		$342K Buy
10,848
+43
+0.4% +$1.41K 0.09% 254
2022
Q2 		$371K Buy
+10,805
New +$384K 0.09% 236
2022
Q1 		– Sell
-6,638
Closed -$231K – 440
2021
Q4 		$231K Sell
6,638
-820
-11% -$28K 0.05% 371
2021
Q3 		$249K Sell
7,458
-265
-3% -$9.03K 0.06% 335
2021
Q2 		$260K Buy
7,723
+11
+0.1% +$380 0.06% 317
2021
Q1 		$251K Sell
7,712
-2,080
-21% -$71.1K 0.07% 308
2020
Q4 		$355K Buy
9,792
+129
+1% +$4.62K 0.1% 216
2020
Q3 		$348K Sell
9,663
-220
-2% -$8.03K 0.12% 202
2020
Q2 		$336K Sell
9,883
-1,078
-10% -$35.3K 0.11% 230
2020
Q1 		$330K Sell
10,961
-15,116
-58% -$457K 0.14% 191
2019
Q4 		$725K Sell
26,077
-5,635
-18% -$160K 0.2% 127
2019
Q3 		$891K Sell
31,712
-7,080
-18% -$200K 0.24% 81
2019
Q2 		$1.05M Buy
38,792
+19,995
+106% +$501K 0.29% 69
2019
Q1 		$460K Buy
+18,797
New +$469K 0.21% 142

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

Realta Investment Advisors's IAU Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Gold Trust (IAU) in Q3 2024, closing a stake of 5,525 shares — an estimated $243K sold.

Realta Investment Advisors first reported a position in IAU in Q1 2019 and held it in 21 quarters. The position peaked at $1.05M in Q2 2019. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • Realta Investment Advisors reported no remaining iShares Gold Trust position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 5,525 iShares Gold Trust shares in Q3 2024, an estimated $243K.
  • Realta Investment Advisors first reported a position in iShares Gold Trust in Q1 2019 and held it in 21 quarters.
  • Realta Investment Advisors's iShares Gold Trust position peaked at $1.05M in Q2 2019.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.