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Selective Wealth Management’s iShares Gold Trust IAU Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-3,699
Closed -$117K – 387
2022
Q3 		$117K Sell
3,699
-496
-12% -$16.3K 0.05% 183
2022
Q2 		$144K Buy
4,195
+1,586
+61% +$56.4K 0.05% 180
2022
Q1 		$96K Sell
2,609
-972
-27% -$34.7K 0.03% 213
2021
Q4 		$125K Buy
3,581
+1,722
+93% +$58.9K 0.05% 172
2021
Q3 		$62K Buy
+1,859
New +$63.3K 0.03% 235

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

Selective Wealth Management's IAU Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 3,699 shares — an estimated $117K sold.

Selective Wealth Management first reported a position in IAU in Q3 2021 and held it in 5 quarters. The position peaked at $144K in Q2 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 3,699 iShares Gold Trust shares in Q4 2022, an estimated $117K.
  • Selective Wealth Management first reported a position in iShares Gold Trust in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's iShares Gold Trust position peaked at $144K in Q2 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.