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Simplicity Solutions’s iShares Gold Trust IAU Stock Holding History

Simplicity Solutions’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
Q4 		$1.52M Buy
38,904
+3,306
+9% +$124K 0.04% 358
2023
Q3 		$1.25M Sell
35,598
-1,490
-4% -$54.4K 0.04% 375
2023
Q2 		$1.35M Sell
37,088
-9,753
-21% -$366K 0.04% 391
2023
Q1 		$1.75M Buy
+46,841
New +$1.68M 0.05% 341
2021
Q4 		– Sell
-41,210
Closed -$1.38M – 520
2021
Q3 		$1.38M Sell
41,210
-3,917
-9% -$133K 0.21% 112
2021
Q2 		$1.52M Buy
45,127
+1,317
+3% +$45.5K 0.3% 67
2021
Q1 		$1.43M Sell
43,810
-225,135
-84% -$7.69M 0.31% 69
2020
Q4 		$9.75M Buy
268,945
+133,309
+98% +$4.77M 0.14% 149
2020
Q3 		$4.88M Buy
135,636
+95,351
+237% +$3.48M 0.09% 193
2020
Q2 		$1.37M Buy
40,285
+5,698
+16% +$187K 0.03% 384
2020
Q1 		$1.04M Buy
34,587
+1,750
+5% +$52.9K 0.03% 339
2019
Q4 		$952K Buy
32,837
+24,404
+289% +$692K 0.03% 392
2019
Q3 		$238K Buy
8,433
+3,141
+59% +$88.6K 0.01% 640
2019
Q2 		$143K Sell
5,292
-18,888
-78% -$473K 0.01% 640
2019
Q1 		$599K Sell
24,180
-12,431
-34% -$310K 0.04% 357
2018
Q4 		$900K Buy
36,611
+26,829
+274% +$632K 0.12% 201
2018
Q3 		$224K Sell
9,782
-9,386
-49% -$218K 0.01% 494
2018
Q2 		$460K Sell
19,168
-2,727
-12% -$68.4K 0.03% 270
2018
Q1 		$557K Buy
21,895
+8,275
+61% +$211K 0.05% 195
2017
Q4 		$341K Buy
+13,620
New +$334K 0.03% 274
2017
Q2 		– Sell
-7,217
Closed -$173K – 422
2017
Q1 		$173K Sell
7,217
-701
-9% -$16.5K 0.03% 388
2016
Q4 		$175K Buy
+7,918
New +$186K 0.04% 332

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's IAU Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Gold Trust (IAU) stake by 9.3% in Q4 2023, buying an estimated $124K and bringing the position to 38,904 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #358.

Simplicity Solutions first reported a position in IAU in Q4 2016 and has held it in 22 quarters since. The position peaked at $9.75M in Q4 2020. 1,148 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

  • Simplicity Solutions held 38,904 shares of iShares Gold Trust worth $1.52M as of Q4 2023.
  • Simplicity Solutions bought 3,306 iShares Gold Trust shares in Q4 2023, an estimated $124K.
  • iShares Gold Trust made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #358 holding.
  • Simplicity Solutions first reported a position in iShares Gold Trust in Q4 2016 and has held it in 22 quarters since.
  • Simplicity Solutions's iShares Gold Trust position peaked at $9.75M in Q4 2020.
  • 1,148 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.