Southern Style Financial’s iShares Gold Trust IAU Stock Holding History

Southern Style Financial’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	$4.36M	Buy	+88,145	New	+$4.43M	3.53%	5

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Southern Style Financial's IAU Position: Q4 2024 in Review

Southern Style Financial opened a new position in iShares Gold Trust (IAU) in Q4 2024: 88,145 shares worth $4.36M. The stake represents 3.53% of the portfolio and ranks #5 among its holdings.

1,416 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

Southern Style Financial held 88,145 shares of iShares Gold Trust worth $4.36M as of Q4 2024.
iShares Gold Trust was a new Southern Style Financial position in Q4 2024.
iShares Gold Trust made up 3.53% of Southern Style Financial's portfolio in Q4 2024, its #5 holding.
1,416 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Southern Style Financial's 13F filing for Q4 2024, filed 23 Jan 2025.