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Sargent Bickham Lagudis’s iShares Gold Trust IAU Stock Holding History

Sargent Bickham Lagudis’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 		$151K Sell
4,378
-186
-4% -$6.11K 0.01% 291
2022
Q3 		$144K Buy
4,564
+233
+5% +$7.64K 0.01% 270
2022
Q2 		$149K Sell
4,331
-1,035
-19% -$36.8K 0.01% 278
2022
Q1 		$198K Buy
5,366
+685
+15% +$24.5K 0.02% 249
2021
Q4 		$163K Sell
4,681
-350
-7% -$12K 0.01% 269
2021
Q3 		$168K Buy
5,031
+9
+0.2% +$307 0.01% 269
2021
Q2 		$169K Buy
5,022
+67
+1% +$2.32K 0.01% 277
2021
Q1 		$161K Buy
4,955
+270
+6% +$9.23K 0.01% 270
2020
Q4 		$170K Hold
4,685
– – 0.02% 258
2020
Q3 		$169K Buy
4,685
+3,200
+215% +$117K 0.02% 231
2020
Q2 		$50K Hold
1,485
– – 0.01% 355
2020
Q1 		$45K Buy
1,485
+663
+81% +$20K 0.01% 353
2019
Q4 		$24K Buy
822
+37
+5% +$1.05K ﹤0.01% 497
2019
Q3 		$22K Sell
785
-59
-7% -$1.66K ﹤0.01% 462
2019
Q2 		$23K Buy
844
+59
+8% +$1.48K ﹤0.01% 469
2019
Q1 		$19K Hold
785
– – ﹤0.01% 520
2018
Q4 		$19K Sell
785
-806
-51% -$19K ﹤0.01% 492
2018
Q3 		$36K Hold
1,591
– – ﹤0.01% 411
2018
Q2 		$38K Hold
1,591
– – ﹤0.01% 400
2018
Q1 		$41K Buy
1,591
+388
+32% +$9.91K 0.01% 388
2017
Q4 		$30K Hold
1,203
– – ﹤0.01% 441
2017
Q3 		$30K Hold
1,203
– – ﹤0.01% 444
2017
Q2 		$29K Buy
1,203
+785
+188% +$19K ﹤0.01% 435
2017
Q1 		$10K Hold
418
– – ﹤0.01% 595
2016
Q4 		$9K Hold
418
– – ﹤0.01% 574
2016
Q3 		$11 Hold
418
– – ﹤0.01% 558
2016
Q2 		$11K Hold
418
– – ﹤0.01% 531
2016
Q1 		$10K Buy
+418
New +$9.56K ﹤0.01% 570

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

Sargent Bickham Lagudis's IAU Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its iShares Gold Trust (IAU) stake by 4.1% in Q4 2022, selling an estimated $6.11K and leaving 4,378 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #291.

Sargent Bickham Lagudis first reported a position in IAU in Q1 2016 and has held it in 28 quarters since. The position peaked at $198K in Q1 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • Sargent Bickham Lagudis held 4,378 shares of iShares Gold Trust worth $151K as of Q4 2022.
  • Sargent Bickham Lagudis sold 186 iShares Gold Trust shares in Q4 2022, an estimated $6.11K.
  • iShares Gold Trust made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #291 holding.
  • Sargent Bickham Lagudis first reported a position in iShares Gold Trust in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's iShares Gold Trust position peaked at $198K in Q1 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.