Riggs Capital Management’s iShares Gold Trust IAU Stock Holding History

Riggs Capital Management’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 Q4	$4.2M	Buy	+84,875	New	+$4.26M	4.12%	5

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Riggs Capital Management's IAU Position: Q4 2024 in Review

Riggs Capital Management opened a new position in iShares Gold Trust (IAU) in Q4 2024: 84,875 shares worth $4.2M. The stake represents 4.12% of the portfolio and ranks #5 among its holdings.

1,413 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

Riggs Capital Management held 84,875 shares of iShares Gold Trust worth $4.2M as of Q4 2024.
iShares Gold Trust was a new Riggs Capital Management position in Q4 2024.
iShares Gold Trust made up 4.12% of Riggs Capital Management's portfolio in Q4 2024, its #5 holding.
1,413 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.