RGT Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

RGT Wealth 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
2022 Q3	$1.84M	Buy	58,440 +1,440	+3%	+$47.2K	0.29%	19
2022 Q2	$1.96M	Hold	57,000	–	–	0.33%	22
2022 Q1	$2.1M	Hold	57,000	–	–	0.33%	26
2021 Q4	$1.98M	Hold	57,000	–	–	0.3%	23
2021 Q3	$1.9M	Hold	57,000	–	–	0.38%	10
2021 Q2	$1.92M	Hold	57,000	–	–	0.35%	11
2021 Q1	$1.85M	Hold	57,000	–	–	0.36%	12
2020 Q4	$2.07M	Hold	57,000	–	–	0.43%	10
2020 Q3	$2.05M	Hold	57,000	–	–	0.52%	9
2020 Q2	$1.94M	Hold	57,000	–	–	0.56%	9
2020 Q1	$1.72M	Hold	57,000	–	–	1.1%	6
2019 Q4	$1.65M	Hold	57,000	–	–	4.98%	6
2019 Q3	$1.61M	Hold	57,000	–	–	4.67%	7
2019 Q2	$1.54M	Hold	57,000	–	–	4.85%	7
2019 Q1	$1.41M	Hold	57,000	–	–	8.12%	3
2018 Q4	$1.4M	Hold	57,000	–	–	8.33%	4
2018 Q3	$1.3M	Hold	57,000	–	–	4.41%	5
2018 Q2	$1.37M	Sell	57,000 -160,000	-74%	-$4.01M	4.4%	5
2018 Q1	$5.53M	Hold	217,000	–	–	2.66%	7
2017 Q4	$5.43M	Hold	217,000	–	–	2.91%	7
2017 Q3	$5.34M	Hold	217,000	–	–	3.56%	7
2017 Q2	$5.18M	Sell	217,000 -2,190	-1%	-$53K	3.55%	7
2017 Q1	$5.26M	Sell	219,190 -4,668	-2%	-$110K	3.57%	6
2016 Q4	$4.96M	Buy	223,858 +4,442	+2%	+$104K	2.79%	8
2016 Q3	$5.57M	Buy	+219,416	New	+$5.65M	3.44%	6

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RGT Wealth Advisors's IAU Position: Q3 2022 in Review

RGT Wealth Advisors increased its iShares Gold Trust (IAU) stake by 2.5% in Q3 2022, buying an estimated $47.2K and bringing the position to 58,440 shares worth $1.84M. The position accounts for 0.29% of the portfolio, ranked #19.

RGT Wealth Advisors first reported a position in IAU in Q3 2016 and has held it in 25 quarters since. The position peaked at $5.57M in Q3 2016. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

RGT Wealth Advisors held 58,440 shares of iShares Gold Trust worth $1.84M as of Q3 2022.
RGT Wealth Advisors bought 1,440 iShares Gold Trust shares in Q3 2022, an estimated $47.2K.
iShares Gold Trust made up 0.29% of RGT Wealth Advisors's portfolio in Q3 2022, its #19 holding.
RGT Wealth Advisors first reported a position in iShares Gold Trust in Q3 2016 and has held it in 25 quarters since.
RGT Wealth Advisors's iShares Gold Trust position peaked at $5.57M in Q3 2016.
959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.