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Sugarloaf Wealth Management’s iShares Gold Trust IAU Stock Holding History

Sugarloaf 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
2024
Q4 		$131K Buy
2,649
+149
+6% +$7.49K 0.02% 211
2024
Q3 		$124K Hold
2,500
– – 0.02% 219
2024
Q2 		$110K Hold
2,500
– – 0.02% 224
2024
Q1 		$105K Hold
2,500
– – 0.02% 224
2023
Q4 		$97.6K Hold
2,500
– – 0.02% 220
2023
Q3 		$87.5K Sell
2,500
-2,358
-49% -$86K 0.02% 221
2023
Q2 		$177K Hold
4,858
– – 0.04% 150
2023
Q1 		$182K Hold
4,858
– – 0.04% 138
2022
Q4 		$168K Sell
4,858
-1,642
-25% -$53.9K 0.04% 146
2022
Q3 		$205K Buy
6,500
+1,757
+37% +$57.6K 0.05% 118
2022
Q2 		$163K Sell
4,743
-119
-2% -$4.23K 0.04% 144
2022
Q1 		$179K Sell
4,862
-138
-3% -$4.93K 0.04% 133
2021
Q4 		$174K Hold
5,000
– – 0.04% 137
2021
Q3 		$167K Buy
+5,000
New +$170K 0.04% 140
2021
Q2 		– Sell
-7,500
Closed -$244 – 771
2021
Q1 		$244 Buy
7,500
+5,000
+200% +$171K 0.07% 106
2020
Q4 		$91K Hold
2,500
– – 0.03% 187
2020
Q3 		$90K Hold
2,500
– – 0.03% 168
2020
Q2 		$85K Hold
2,500
– – 0.03% 178
2020
Q1 		$75K Hold
2,500
– – 0.03% 171
2019
Q4 		$73K Buy
+2,500
New +$70.9K 0.03% 212

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sugarloaf Wealth Management's IAU Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares Gold Trust (IAU) stake by 6% in Q4 2024, buying an estimated $7.49K and bringing the position to 2,649 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #211.

Sugarloaf Wealth Management first reported a position in IAU in Q4 2019 and has held it in 20 quarters since. The position peaked at $205K in Q3 2022. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Sugarloaf Wealth Management held 2,649 shares of iShares Gold Trust worth $131K as of Q4 2024.
  • Sugarloaf Wealth Management bought 149 iShares Gold Trust shares in Q4 2024, an estimated $7.49K.
  • iShares Gold Trust made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #211 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's iShares Gold Trust position peaked at $205K in Q3 2022.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.