Spearhead Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Spearhead Capital Advisors’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
2022 Q3	$5.13M	Sell	162,651 -11,849	-7%	-$388K	5.56%	1
2022 Q2	$5.99M	Hold	174,500	–	–	0.89%	51
2022 Q1	$6.43M	Buy	174,500 +103,128	+144%	+$3.68M	0.8%	51
2021 Q4	$2.48M	Buy	71,372 +23,736	+50%	+$811K	0.3%	57
2021 Q3	$1.59M	Buy	+47,636	New	+$1.62M	0.21%	55

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spearhead Capital Advisors's IAU Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its iShares Gold Trust (IAU) stake by 6.8% in Q3 2022, selling an estimated $388K and leaving 162,651 shares worth $5.13M. The position accounts for 5.56% of the portfolio, ranked #1.

Spearhead Capital Advisors first reported a position in IAU in Q3 2021 and has held it in 5 quarters since. The position peaked at $6.43M in Q1 2022. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

Spearhead Capital Advisors held 162,651 shares of iShares Gold Trust worth $5.13M as of Q3 2022.
Spearhead Capital Advisors sold 11,849 iShares Gold Trust shares in Q3 2022, an estimated $388K.
iShares Gold Trust made up 5.56% of Spearhead Capital Advisors's portfolio in Q3 2022, its #1 holding.
Spearhead Capital Advisors first reported a position in iShares Gold Trust in Q3 2021 and has held it in 5 quarters since.
Spearhead Capital Advisors's iShares Gold Trust position peaked at $6.43M in Q1 2022.
959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.