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TCV Trust & Wealth Management’s iShares Gold Trust IAU Stock Holding History

TCV Trust & Wealth Management’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
-8,039
Closed -$278K – 192
2022
Q4 		$278K Hold
8,039
– – 0.03% 167
2022
Q3 		$253K Buy
+8,039
New +$263K 0.03% 166

Other funds holding IAU

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

TCV Trust & Wealth Management's IAU Position: Q1 2023 in Review

TCV Trust & Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 8,039 shares — an estimated $278K sold.

TCV Trust & Wealth Management first reported a position in IAU in Q3 2022 and held it in 2 quarters. The position peaked at $278K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

  • TCV Trust & Wealth Management reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 8,039 iShares Gold Trust shares in Q1 2023, an estimated $278K.
  • TCV Trust & Wealth Management first reported a position in iShares Gold Trust in Q3 2022 and held it in 2 quarters.
  • TCV Trust & Wealth Management's iShares Gold Trust position peaked at $278K in Q4 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.