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S.C. Financial Services’s iShares Gold Trust IAU Stock Holding History

S.C. Financial Services’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
Q4 		$519K Sell
15,012
-2,687
-15% -$88.2K 0.8% 41
2022
Q3 		$558K Hold
17,699
– – 0.89% 33
2022
Q2 		$607K Hold
17,699
– – 0.93% 30
2022
Q1 		$652K Buy
17,699
+2,687
+18% +$96K 0.84% 39
2021
Q4 		$520K Buy
+15,012
New +$513K 0.6% 52

Other funds holding IAU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

S.C. Financial Services's IAU Position: Q4 2022 in Review

S.C. Financial Services reduced its iShares Gold Trust (IAU) stake by 15% in Q4 2022, selling an estimated $88.2K and leaving 15,012 shares worth $519K. The position accounts for 0.8% of the portfolio, ranked #41.

S.C. Financial Services first reported a position in IAU in Q4 2021 and has held it in 5 quarters since. The position peaked at $652K in Q1 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • S.C. Financial Services held 15,012 shares of iShares Gold Trust worth $519K as of Q4 2022.
  • S.C. Financial Services sold 2,687 iShares Gold Trust shares in Q4 2022, an estimated $88.2K.
  • iShares Gold Trust made up 0.8% of S.C. Financial Services's portfolio in Q4 2022, its #41 holding.
  • S.C. Financial Services first reported a position in iShares Gold Trust in Q4 2021 and has held it in 5 quarters since.
  • S.C. Financial Services's iShares Gold Trust position peaked at $652K in Q1 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.