Schechter Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Schechter Investment 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
2025 Q1	$419K	Hold	7,112	–	–	0.03%	408
2024 Q4	$352K	Hold	7,112	–	–	0.03%	454
2024 Q3	$353K	Hold	7,112	–	–	0.03%	460
2024 Q2	$312K	Hold	7,112	–	–	0.02%	467
2024 Q1	$299K	Hold	7,112	–	–	0.02%	497
2023 Q4	$278K	Hold	7,112	–	–	0.02%	477
2023 Q3	$249K	Hold	7,112	–	–	0.02%	499
2023 Q2	$259K	Hold	7,112	–	–	0.02%	520
2023 Q1	$266K	Hold	7,112	–	–	0.02%	547
2022 Q4	$246K	Hold	7,112	–	–	0.02%	693
2022 Q3	$224K	Buy	+7,112	New	+$233K	0.02%	803

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Schechter Investment Advisors's IAU Position: Q1 2025 in Review

Schechter Investment Advisors held its iShares Gold Trust (IAU) position steady in Q1 2025 at 7,112 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #408.

Schechter Investment Advisors first reported a position in IAU in Q3 2022 and has held it in 11 quarters since. 1,544 funds tracked by Wall St. Rank hold IAU as of Q1 2025.

Schechter Investment Advisors held 7,112 shares of iShares Gold Trust worth $419K as of Q1 2025.
Schechter Investment Advisors left its iShares Gold Trust share count unchanged in Q1 2025.
iShares Gold Trust made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #408 holding.
Schechter Investment Advisors first reported a position in iShares Gold Trust in Q3 2022 and has held it in 11 quarters since.
1,544 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.