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Triad Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Triad Financial 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
Q1 		– Sell
-6,826
Closed -$236K – 108
2022
Q4 		$236K Buy
+6,826
New +$224K 0.11% 94
2022
Q3 		– Sell
-6,247
Closed -$214K – 104
2022
Q2 		$214K Sell
6,247
-1,353
-18% -$48.1K 0.12% 96
2022
Q1 		$280K Buy
7,600
+965
+15% +$34.5K 0.15% 79
2021
Q4 		$231K Buy
+6,635
New +$227K 0.14% 111

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

Triad Financial Advisors's IAU Position: Q1 2023 in Review

Triad Financial Advisors sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 6,826 shares — an estimated $236K sold.

Triad Financial Advisors first reported a position in IAU in Q4 2021 and held it in 4 quarters. The position peaked at $280K in Q1 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

  • Triad Financial Advisors reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 6,826 iShares Gold Trust shares in Q1 2023, an estimated $236K.
  • Triad Financial Advisors first reported a position in iShares Gold Trust in Q4 2021 and held it in 4 quarters.
  • Triad Financial Advisors's iShares Gold Trust position peaked at $280K in Q1 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.