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

Summit 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
2024
Q1 		$275K Buy
+6,544
New +$257K 0.1% 168

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

Summit Financial Group's IAU Position: Q1 2024 in Review

Summit Financial Group opened a new position in iShares Gold Trust (IAU) in Q1 2024: 6,544 shares worth $275K. The stake represents 0.1% of the portfolio and ranks #168 among its holdings.

1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Summit Financial Group held 6,544 shares of iShares Gold Trust worth $275K as of Q1 2024.
  • iShares Gold Trust was a new Summit Financial Group position in Q1 2024.
  • iShares Gold Trust made up 0.1% of Summit Financial Group's portfolio in Q1 2024, its #168 holding.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.