Retirement Group’s iShares Gold Trust IAU Stock Holding History

Retirement Group’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	$89.5K	Buy	2,130 +88	+4%	+$3.45K	0.03%	177
2023 Q4	$79.7K	Buy	2,042 +42	+2%	+$1.57K	0.03%	171
2023 Q3	$70K	Hold	2,000	–	–	0.03%	173
2023 Q2	$72.8K	Hold	2,000	–	–	0.03%	166
2023 Q1	$75K	Buy	2,000 +715	+56%	+$25.7K	0.03%	157
2022 Q4	$44K	Buy	1,285 +722	+128%	+$23.7K	0.02%	194
2022 Q3	$18K	Sell	563 -762	-58%	-$25K	0.01%	188
2022 Q2	$45K	Buy	1,325 +40	+3%	+$1.42K	0.02%	225
2022 Q1	$47K	Buy	1,285 +177	+16%	+$6.32K	0.02%	238
2021 Q4	$39K	Hold	1,108	–	–	0.02%	249
2021 Q3	$37K	Hold	1,108	–	–	0.02%	250
2021 Q2	$37K	Buy	1,108 +2	+0.2%	+$69	0.02%	263
2021 Q1	$36K	Buy	1,106 +925	+511%	+$31.6K	0.02%	314
2020 Q4	$6K	Buy	181 +8	+5%	+$286	﹤0.01%	484
2020 Q3	$6K	Hold	173	–	–	﹤0.01%	468
2020 Q2	$6K	Buy	+173	New	+$5.67K	﹤0.01%	436
2019 Q4	$5K	Buy	+173	New	+$4.91K	﹤0.01%	453

Other funds holding IAU

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Group's IAU Position: Q1 2024 in Review

Retirement Group increased its iShares Gold Trust (IAU) stake by 4.3% in Q1 2024, buying an estimated $3.45K and bringing the position to 2,130 shares worth $89.5K. The position accounts for 0.03% of the portfolio, ranked #177.

Retirement Group first reported a position in IAU in Q4 2019 and has held it in 17 quarters since. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

Retirement Group held 2,130 shares of iShares Gold Trust worth $89.5K as of Q1 2024.
Retirement Group bought 88 iShares Gold Trust shares in Q1 2024, an estimated $3.45K.
iShares Gold Trust made up 0.03% of Retirement Group's portfolio in Q1 2024, its #177 holding.
Retirement Group first reported a position in iShares Gold Trust in Q4 2019 and has held it in 17 quarters since.
1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.