S
IAU icon

Surevest’s iShares Gold Trust IAU Stock Holding History

Surevest’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
2022
Q3 		$73K Hold
2,326
– – 0.02% 173
2022
Q2 		$80K Buy
2,326
+500
+27% +$17.8K 0.02% 179
2022
Q1 		$67K Hold
1,826
– – 0.02% 171
2021
Q4 		$64K Buy
+1,826
New +$62.4K 0.02% 169

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Surevest's IAU Position: Q3 2022 in Review

Surevest held its iShares Gold Trust (IAU) position steady in Q3 2022 at 2,326 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #173.

Surevest first reported a position in IAU in Q4 2021 and has held it in 4 quarters since. The position peaked at $80K in Q2 2022. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

  • Surevest held 2,326 shares of iShares Gold Trust worth $73K as of Q3 2022.
  • Surevest left its iShares Gold Trust share count unchanged in Q3 2022.
  • iShares Gold Trust made up 0.02% of Surevest's portfolio in Q3 2022, its #173 holding.
  • Surevest first reported a position in iShares Gold Trust in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares Gold Trust position peaked at $80K in Q2 2022.
  • 959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.