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TMD Wealth Management’s iShares Gold Trust IAU Stock Holding History

TMD 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
2024
Q2 		$24.4M Buy
556,502
+279,815
+101% +$12.4M 5.36% 7
2024
Q1 		$11.6M Buy
276,687
+17,583
+7% +$689K 2.71% 10
2023
Q4 		$10.1M Buy
259,104
+1,245
+0.5% +$46.6K 2.64% 11
2023
Q3 		$9.02M Buy
257,859
+7,643
+3% +$279K 2.57% 13
2023
Q2 		$9.11M Buy
250,216
+2,047
+0.8% +$76.7K 2.37% 13
2023
Q1 		$9.27M Buy
248,169
+7,134
+3% +$256K 2.62% 12
2022
Q4 		$8.34M Sell
241,035
-1,947
-0.8% -$63.9K 3.71% 9
2022
Q3 		$7.66M Sell
242,982
-511
-0.2% -$16.7K 3.45% 8
2022
Q2 		$8.35M Sell
243,493
-14,441
-6% -$514K 3.5% 9
2022
Q1 		$9.5M Sell
257,934
-12,096
-4% -$432K 3.65% 9
2021
Q4 		$9.4M Buy
270,030
+21,633
+9% +$739K 3.5% 8
2021
Q3 		$8.3M Buy
248,397
+15,986
+7% +$545K 3.47% 8
2021
Q2 		$7.83M Sell
232,411
-57,464
-20% -$1.99M 3.42% 10
2021
Q1 		$9.43M Buy
289,875
+89,189
+44% +$3.05M 4.48% 8
2020
Q4 		$7.28M Buy
+200,686
New +$7.18M 4.08% 10

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

TMD Wealth Management's IAU Position: Q2 2024 in Review

TMD Wealth Management increased its iShares Gold Trust (IAU) stake by 101% in Q2 2024, buying an estimated $12.4M and bringing the position to 556,502 shares worth $24.4M. The position accounts for 5.36% of the portfolio, ranked #7.

TMD Wealth Management first reported a position in IAU in Q4 2020 and has held it in 15 quarters since. 1,170 funds tracked by Wall St. Rank hold IAU as of Q2 2024.

  • TMD Wealth Management held 556,502 shares of iShares Gold Trust worth $24.4M as of Q2 2024.
  • TMD Wealth Management bought 279,815 iShares Gold Trust shares in Q2 2024, an estimated $12.4M.
  • iShares Gold Trust made up 5.36% of TMD Wealth Management's portfolio in Q2 2024, its #7 holding.
  • TMD Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 15 quarters since.
  • 1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.