Spartan Planning & Wealth Management’s iShares Gold Trust IAU Stock Holding History

Spartan Planning & 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 Q4	$71.5K	Sell	1,831 -47,286	-96%	-$1.77M	0.08%	115
2023 Q3	$1.72M	Buy	+49,117	New	+$1.79M	2.01%	9
2022 Q4	$2.09M	Buy	60,492 +37,440	+162%	+$1.23M	2.61%	8
2022 Q3	$727K	Buy	23,052 +2,174	+10%	+$71.2K	0.95%	14
2022 Q2	$716K	Sell	20,878 -77,932	-79%	-$2.77M	0.96%	14
2022 Q1	$3.64M	Buy	+98,810	New	+$3.53M	4.55%	7

Other funds holding IAU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Spartan Planning & Wealth Management's IAU Position: Q4 2023 in Review

Spartan Planning & Wealth Management reduced its iShares Gold Trust (IAU) stake by 96% in Q4 2023, selling an estimated $1.77M and leaving 1,831 shares worth $71.5K. The position accounts for 0.08% of the portfolio, ranked #115.

Spartan Planning & Wealth Management first reported a position in IAU in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.64M in Q1 2022. 1,148 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

Spartan Planning & Wealth Management held 1,831 shares of iShares Gold Trust worth $71.5K as of Q4 2023.
Spartan Planning & Wealth Management sold 47,286 iShares Gold Trust shares in Q4 2023, an estimated $1.77M.
iShares Gold Trust made up 0.08% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #115 holding.
Spartan Planning & Wealth Management first reported a position in iShares Gold Trust in Q1 2022 and has held it in 6 quarters since.
Spartan Planning & Wealth Management's iShares Gold Trust position peaked at $3.64M in Q1 2022.
1,148 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.