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RIA Advisory Group’s iShares Gold Trust IAU Stock Holding History

RIA Advisory 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
2023
Q3 		– Sell
-6,153
Closed -$224K – 125
2023
Q2 		$224K Buy
+6,153
New +$231K 0.1% 106

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RIA Advisory Group's IAU Position: Q3 2023 in Review

RIA Advisory Group sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 6,153 shares — an estimated $224K sold.

RIA Advisory Group first reported a position in IAU in Q2 2023 and held it in 1 quarter. The position peaked at $224K in Q2 2023. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • RIA Advisory Group reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
  • RIA Advisory Group sold 6,153 iShares Gold Trust shares in Q3 2023, an estimated $224K.
  • RIA Advisory Group first reported a position in iShares Gold Trust in Q2 2023 and held it in 1 quarter.
  • RIA Advisory Group's iShares Gold Trust position peaked at $224K in Q2 2023.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on RIA Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.