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Signify Wealth’s iShares Gold Trust IAU Stock Holding History

Signify Wealth’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
Q4 		$3.42M Buy
69,176
+4,496
+7% +$226K 3.87% 15
2024
Q3 		$3.21M Buy
64,680
+6,373
+11% +$298K 3.94% 16
2024
Q2 		$2.56M Sell
58,307
-1,934
-3% -$85.5K 3.69% 15
2024
Q1 		$2.53M Buy
60,241
+7,746
+15% +$304K 4.2% 13
2023
Q4 		$2.05M Buy
52,495
+17,829
+51% +$667K 3.09% 14
2023
Q3 		$1.21M Buy
+34,666
New +$1.27M 1.63% 22

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Signify Wealth's IAU Position: Q4 2024 in Review

Signify Wealth increased its iShares Gold Trust (IAU) stake by 7% in Q4 2024, buying an estimated $226K and bringing the position to 69,176 shares worth $3.42M. The position accounts for 3.87% of the portfolio, ranked #15.

Signify Wealth first reported a position in IAU in Q3 2023 and has held it in 6 quarters since. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Signify Wealth held 69,176 shares of iShares Gold Trust worth $3.42M as of Q4 2024.
  • Signify Wealth bought 4,496 iShares Gold Trust shares in Q4 2024, an estimated $226K.
  • iShares Gold Trust made up 3.87% of Signify Wealth's portfolio in Q4 2024, its #15 holding.
  • Signify Wealth first reported a position in iShares Gold Trust in Q3 2023 and has held it in 6 quarters since.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.