Silicon Hills Wealth Management’s iShares Gold Trust IAU Stock Holding History

Silicon Hills 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
2023 Q2	$246K	Hold	6,766	–	–	0.14%	76
2023 Q1	$253K	Sell	6,766 -5,565	-45%	-$200K	0.15%	74
2022 Q4	$427K	Sell	12,331 -5,335	-30%	-$175K	0.32%	64
2022 Q3	$557K	Sell	17,666 -8,324	-32%	-$273K	0.44%	49
2022 Q2	$892K	Sell	25,990 -117,597	-82%	-$4.18M	0.65%	35
2022 Q1	$5.29M	Buy	143,587 +61,755	+75%	+$2.21M	3.37%	6
2021 Q4	$2.85M	Sell	81,832 -50,931	-38%	-$1.74M	1.76%	13
2021 Q3	$4.44M	Sell	132,763 -120,165	-48%	-$4.09M	3.04%	7
2021 Q2	$8.53M	Buy	252,928 +127,921	+102%	+$4.42M	6.62%	2
2021 Q1	$4.07M	Sell	125,007 -33,815	-21%	-$1.16M	3.68%	6
2020 Q4	$5.76M	Buy	158,822 +169	+0.1%	+$6.05K	5.22%	4
2020 Q3	$5.71M	Buy	158,653 +2,507	+2%	+$91.5K	5.9%	3
2020 Q2	$5.31M	Buy	156,146 +6,045	+4%	+$198K	6.36%	3
2020 Q1	$4.52M	Buy	150,101 +150,072	+517,490%	+$4.54M	5.98%	4
2019 Q4	$1.49K	Buy	+29	New	+$823	1.14%	18

Other funds holding IAU

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

Silicon Hills Wealth Management's IAU Position: Q2 2023 in Review

Silicon Hills Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2023 at 6,766 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #76.

Silicon Hills Wealth Management first reported a position in IAU in Q4 2019 and has held it in 15 quarters since. The position peaked at $8.53M in Q2 2021. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

Silicon Hills Wealth Management held 6,766 shares of iShares Gold Trust worth $246K as of Q2 2023.
Silicon Hills Wealth Management left its iShares Gold Trust share count unchanged in Q2 2023.
iShares Gold Trust made up 0.14% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #76 holding.
Silicon Hills Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's iShares Gold Trust position peaked at $8.53M in Q2 2021.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.