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Steward Partners Investment Solutions’s iShares Gold Trust IAU Stock Holding History

Steward Partners Investment 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
2024
Q1 		$539K Buy
12,839
+208
+2% +$8.15K 0.09% 146
2023
Q4 		$493K Buy
+12,631
New +$473K 0.21% 90

Other funds holding IAU

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Solutions's IAU Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its iShares Gold Trust (IAU) stake by 1.6% in Q1 2024, buying an estimated $8.15K and bringing the position to 12,839 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #146.

Steward Partners Investment Solutions first reported a position in IAU in Q4 2023 and has held it in 2 quarters since. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Steward Partners Investment Solutions held 12,839 shares of iShares Gold Trust worth $539K as of Q1 2024.
  • Steward Partners Investment Solutions bought 208 iShares Gold Trust shares in Q1 2024, an estimated $8.15K.
  • iShares Gold Trust made up 0.09% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #146 holding.
  • Steward Partners Investment Solutions first reported a position in iShares Gold Trust in Q4 2023 and has held it in 2 quarters since.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.