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Resurgent Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-1,099
Closed -$42.9K – 318
2023
Q4 		$42.9K Hold
1,099
– – 0.03% 364
2023
Q3 		$38.5K Hold
1,099
– – 0.03% 366
2023
Q2 		$40K Sell
1,099
-118
-10% -$4.42K 0.03% 366
2023
Q1 		$45.5K Sell
1,217
-1,084
-47% -$38.9K 0.03% 343
2022
Q4 		$79.6K Buy
+2,301
New +$75.6K 0.04% 342

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resurgent Financial Advisors's IAU Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 1,099 shares — an estimated $42.9K sold.

Resurgent Financial Advisors first reported a position in IAU in Q4 2022 and held it in 5 quarters. The position peaked at $79.6K in Q4 2022. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,099 iShares Gold Trust shares in Q1 2024, an estimated $42.9K.
  • Resurgent Financial Advisors first reported a position in iShares Gold Trust in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's iShares Gold Trust position peaked at $79.6K in Q4 2022.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.