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

Summit Financial Strategies’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
Q3 		– Sell
-6,265
Closed -$275K – 151
2024
Q2 		$275K Hold
6,265
– – 0.03% 116
2024
Q1 		$263K Hold
6,265
– – 0.04% 120
2023
Q4 		$245K Buy
+6,265
New +$234K 0.04% 121

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Strategies's IAU Position: Q3 2024 in Review

Summit Financial Strategies sold out of iShares Gold Trust (IAU) in Q3 2024, closing a stake of 6,265 shares — an estimated $275K sold.

Summit Financial Strategies first reported a position in IAU in Q4 2023 and held it in 3 quarters. The position peaked at $275K in Q2 2024. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • Summit Financial Strategies reported no remaining iShares Gold Trust position as of Q3 2024 after selling out during the quarter.
  • Summit Financial Strategies sold 6,265 iShares Gold Trust shares in Q3 2024, an estimated $275K.
  • Summit Financial Strategies first reported a position in iShares Gold Trust in Q4 2023 and held it in 3 quarters.
  • Summit Financial Strategies's iShares Gold Trust position peaked at $275K in Q2 2024.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Summit Financial Strategies's 13F filing for Q3 2024, filed 16 Oct 2024.