Tilia Fiduciary Partners’s iShares Gold Trust IAU Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-42	Closed	-$1.53K	–	255
2023 Q2	$1.53K	Buy	42 +36	+600%	+$1.35K	﹤0.01%	491
2023 Q1	$224	Hold	6	–	–	﹤0.01%	502
2022 Q4	$208	Hold	6	–	–	﹤0.01%	497
2022 Q3	$0	Sell	6 -99	-94%	-$3.24K	﹤0.01%	520
2022 Q2	$3K	Sell	105 -3	-3%	-$107	﹤0.01%	471
2022 Q1	$4K	Buy	108 +9	+9%	+$322	﹤0.01%	478
2021 Q4	$3K	Buy	+99	New	+$3.38K	﹤0.01%	520

Other funds holding IAU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $175B AUM 40.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Tilia Fiduciary Partners's IAU Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 42 shares — an estimated $1.53K sold.

Tilia Fiduciary Partners first reported a position in IAU in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 42 iShares Gold Trust shares in Q3 2023, an estimated $1.53K.
Tilia Fiduciary Partners first reported a position in iShares Gold Trust in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's iShares Gold Trust position peaked at $4K in Q1 2022.
1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.