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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TAP Consulting's IAU Position: Q4 2024 in Review

TAP Consulting increased its iShares Gold Trust (IAU) stake by 6.2% in Q4 2024, buying an estimated $66.5K and bringing the position to 22,637 shares worth $1.12M. The position accounts for 0.23% of the portfolio, ranked #95.

TAP Consulting first reported a position in IAU in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.48M in Q1 2022. 1,413 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • TAP Consulting held 22,637 shares of iShares Gold Trust worth $1.12M as of Q4 2024.
  • TAP Consulting bought 1,324 iShares Gold Trust shares in Q4 2024, an estimated $66.5K.
  • iShares Gold Trust made up 0.23% of TAP Consulting's portfolio in Q4 2024, its #95 holding.
  • TAP Consulting first reported a position in iShares Gold Trust in Q1 2019 and has held it in 17 quarters since.
  • TAP Consulting's iShares Gold Trust position peaked at $1.48M in Q1 2022.
  • 1,413 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.