TCI Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

TCI Wealth Advisors’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
2023 Q1	–	Sell	-242	Closed	-$8.37K	–	2569
2022 Q4	$8.37K	Buy	+242	New	+$7.95K	﹤0.01%	1196
2022 Q3	–	Sell	-947	Closed	-$32K	–	2399
2022 Q2	$32K	Sell	947 -553	-37%	-$19.7K	﹤0.01%	486
2022 Q1	$55K	Buy	+1,500	New	+$53.6K	0.01%	381
2020 Q1	–	Sell	-429	Closed	-$12K	–	1602
2019 Q4	$12K	Buy	+429	New	+$12.2K	﹤0.01%	669
2019 Q1	–	Sell	-46	Closed	-$1K	–	1463
2018 Q4	$1K	Sell	46 -329	-88%	-$7.75K	﹤0.01%	1226
2018 Q3	$9K	Sell	375 -250	-40%	-$5.81K	﹤0.01%	658
2018 Q2	$15K	Hold	625	–	–	0.01%	549
2018 Q1	$16K	Buy	625 +185	+42%	+$4.72K	0.01%	528
2017 Q4	$11K	Hold	440	–	–	﹤0.01%	606
2017 Q3	$11K	Buy	440 +375	+577%	+$9.22K	0.01%	574
2017 Q2	$2K	Hold	65	–	–	﹤0.01%	987
2017 Q1	$2K	Hold	65	–	–	﹤0.01%	939
2016 Q4	$1K	Hold	65	–	–	﹤0.01%	1171
2016 Q3	$2K	Hold	65	–	–	﹤0.01%	973
2016 Q2	$2K	Buy	+65	New	+$1.58K	﹤0.01%	938
2015 Q4	–	Sell	-856	Closed	-$18K	–	1049
2015 Q3	$18K	Buy	+856	New	+$18.6K	0.01%	415

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCI Wealth Advisors's IAU Position: Q1 2023 in Review

TCI Wealth Advisors sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 242 shares — an estimated $8.37K sold.

TCI Wealth Advisors first reported a position in IAU in Q3 2015 and held it in 16 quarters. The position peaked at $55K in Q1 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

TCI Wealth Advisors reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 242 iShares Gold Trust shares in Q1 2023, an estimated $8.37K.
TCI Wealth Advisors first reported a position in iShares Gold Trust in Q3 2015 and held it in 16 quarters.
TCI Wealth Advisors's iShares Gold Trust position peaked at $55K in Q1 2022.
1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.