StrategIQ Financial Group’s iShares Gold Trust IAU Stock Holding History

StrategIQ Financial Group’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	–	Sell	-139,834	Closed	-$4.89M	–	325
2023 Q3	$4.89M	Hold	139,834	–	–	0.57%	45
2023 Q2	$5.09M	Buy	139,834 +30	+0%	+$1.13K	0.58%	44
2023 Q1	$5.22M	Sell	139,804 -1,750	-1%	-$62.8K	0.6%	42
2022 Q4	$4.9M	Hold	141,554	–	–	0.57%	39
2022 Q3	$4.46M	Sell	141,554 -19,434	-12%	-$637K	0.57%	40
2022 Q2	$5.52M	Hold	160,988	–	–	0.67%	37
2022 Q1	$5.93M	Sell	160,988 -93	-0.1%	-$3.32K	0.64%	37
2021 Q4	$5.61M	Buy	+161,081	New	+$5.51M	0.56%	41

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

StrategIQ Financial Group's IAU Position: Q4 2023 in Review

StrategIQ Financial Group sold out of iShares Gold Trust (IAU) in Q4 2023, closing a stake of 139,834 shares — an estimated $4.89M sold.

StrategIQ Financial Group first reported a position in IAU in Q4 2021 and held it in 8 quarters. The position peaked at $5.93M in Q1 2022. 1,148 funds tracked by Wall St. Rank hold IAU as of Q4 2023.

StrategIQ Financial Group reported no remaining iShares Gold Trust position as of Q4 2023 after selling out during the quarter.
StrategIQ Financial Group sold 139,834 iShares Gold Trust shares in Q4 2023, an estimated $4.89M.
StrategIQ Financial Group first reported a position in iShares Gold Trust in Q4 2021 and held it in 8 quarters.
StrategIQ Financial Group's iShares Gold Trust position peaked at $5.93M in Q1 2022.
1,148 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.