TAP Consulting’s iShares Gold Trust IAU Stock Holding History

TAP Consulting’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	$1.12M	Buy	22,637 +1,324	+6%	+$66.5K	0.23%	95
2024 Q3	$1.06M	Buy	21,313 +2,628	+14%	+$123K	0.21%	102
2024 Q2	$821K	Sell	18,685 -137	-0.7%	-$6.05K	0.17%	114
2024 Q1	$791K	Buy	+18,822	New	+$738K	0.17%	109
2022 Q3	–	Sell	-39,629	Closed	-$1.36M	–	123
2022 Q2	$1.36M	Sell	39,629 -409	-1%	-$14.6K	0.38%	59
2022 Q1	$1.48M	Hold	40,038	–	–	0.39%	60
2021 Q4	$1.39M	Buy	40,038 +1,509	+4%	+$51.6K	0.32%	68
2021 Q3	$1.29M	Hold	38,529	–	–	0.35%	70
2021 Q2	$1.3M	Buy	38,529 +5,343	+16%	+$185K	0.36%	67
2021 Q1	$1.08M	Sell	33,186 -110	-0.3%	-$3.76K	0.33%	69
2020 Q4	$1.21M	Sell	33,296 -85	-0.3%	-$3.04K	0.43%	60
2020 Q3	$1.2M	Buy	33,381 +290	+0.9%	+$10.6K	0.47%	57
2020 Q2	$1.12M	Sell	33,091 -2,214	-6%	-$72.5K	0.55%	51
2020 Q1	$1.06M	Sell	35,305 -5	-0%	-$151	0.72%	46
2019 Q4	$1.02M	Hold	35,310	–	–	0.57%	51
2019 Q3	$996K	Buy	+35,310	New	+$996K	0.59%	52
2019 Q1	$932K	Buy	+37,650	New	+$940K	0.7%	47

Other funds holding IAU

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $501B 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 $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return