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TCWP’s iShares Gold Trust IAU Stock Holding History

TCWP’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
Q2 		– Sell
-71,655
Closed -$2.68M – 205
2023
Q1 		$2.68M Buy
71,655
+825
+1% +$29.6K 0.51% 64
2022
Q4 		$2.45M Buy
70,830
+869
+1% +$28.5K 0.5% 67
2022
Q3 		$2.21M Buy
69,961
+1,716
+3% +$56.2K 0.47% 69
2022
Q2 		$2.34M Buy
68,245
+665
+1% +$23.7K 0.5% 60
2022
Q1 		$2.49M Buy
67,580
+801
+1% +$28.6K 0.45% 57
2021
Q4 		$2.32M Buy
+66,779
New +$2.28M 0.46% 67

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

TCWP's IAU Position: Q2 2023 in Review

TCWP sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 71,655 shares — an estimated $2.68M sold.

TCWP first reported a position in IAU in Q4 2021 and held it in 6 quarters. The position peaked at $2.68M in Q1 2023. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

  • TCWP reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 71,655 iShares Gold Trust shares in Q2 2023, an estimated $2.68M.
  • TCWP first reported a position in iShares Gold Trust in Q4 2021 and held it in 6 quarters.
  • TCWP's iShares Gold Trust position peaked at $2.68M in Q1 2023.
  • 1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.