Ten Capital Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Ten Capital 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 Q2	–	Sell	-2,772	Closed	-$104K	–	335
2023 Q1	$104K	Buy	2,772 +2,647	+2,118%	+$95K	0.03%	158
2022 Q4	$4.32K	Sell	125 -204	-62%	-$6.7K	﹤0.01%	398
2022 Q3	$10K	Hold	329	–	–	﹤0.01%	300
2022 Q2	$11K	Hold	329	–	–	﹤0.01%	254
2022 Q1	$12K	Buy	329 +44	+15%	+$1.57K	0.01%	276
2021 Q4	$10K	Buy	285 +245	+613%	+$8.37K	﹤0.01%	298
2021 Q3	$1K	Sell	40 -313	-89%	-$10.7K	﹤0.01%	396
2021 Q2	$12K	Buy	+353	New	+$12.2K	﹤0.01%	298

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Ten Capital Wealth Advisors's IAU Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 2,772 shares — an estimated $104K sold.

Ten Capital Wealth Advisors first reported a position in IAU in Q2 2021 and held it in 8 quarters. The position peaked at $104K in Q1 2023. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 2,772 iShares Gold Trust shares in Q2 2023, an estimated $104K.
Ten Capital Wealth Advisors first reported a position in iShares Gold Trust in Q2 2021 and held it in 8 quarters.
Ten Capital Wealth Advisors's iShares Gold Trust position peaked at $104K in Q1 2023.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.