RA
IAU icon

Rise Advisors’s iShares Gold Trust IAU Stock Holding History

Rise 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
-25
Closed -$976 – 1277
2023
Q4 		$976 Sell
25
-25
-50% -$935 ﹤0.01% 521
2023
Q3 		$1.75K Sell
50
-1,162
-96% -$42.4K ﹤0.01% 484
2023
Q2 		$44.1K Hold
1,212
– – 0.03% 158
2023
Q1 		$45.3K Hold
1,212
– – 0.03% 160
2022
Q4 		$41.9K Sell
1,212
-25
-2% -$821 0.03% 167
2022
Q3 		$39K Hold
1,237
– – 0.03% 175
2022
Q2 		$42K Hold
1,237
– – 0.04% 156
2022
Q1 		$46K Hold
1,237
– – 0.04% 154
2021
Q4 		$43.1K Buy
+1,237
New +$42.3K 0.04% 164

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

Rise Advisors's IAU Position: Q1 2024 in Review

Rise Advisors sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 25 shares — an estimated $976 sold.

Rise Advisors first reported a position in IAU in Q4 2021 and held it in 9 quarters. The position peaked at $46K in Q1 2022. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Rise Advisors reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Rise Advisors sold 25 iShares Gold Trust shares in Q1 2024, an estimated $976.
  • Rise Advisors first reported a position in iShares Gold Trust in Q4 2021 and held it in 9 quarters.
  • Rise Advisors's iShares Gold Trust position peaked at $46K in Q1 2022.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Rise Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.