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TRUADVICE’s iShares Gold Trust IAU Stock Holding History

TRUADVICE’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 		$1.57M Buy
42,818
+1,410
+3% +$51.5K 0.62% 47
2023
Q2 		$1.5M Buy
41,408
+5,155
+14% +$193K 0.55% 52
2023
Q1 		$1.37M Buy
36,253
+15,563
+75% +$559K 0.54% 55
2022
Q4 		$749K Buy
20,690
+12,451
+151% +$409K 0.39% 48
2022
Q3 		$258K Buy
+8,239
New +$270K 0.14% 116

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRUADVICE's IAU Position: Q3 2023 in Review

TRUADVICE increased its iShares Gold Trust (IAU) stake by 3.4% in Q3 2023, buying an estimated $51.5K and bringing the position to 42,818 shares worth $1.57M. The position accounts for 0.62% of the portfolio, ranked #47.

TRUADVICE first reported a position in IAU in Q3 2022 and has held it in 5 quarters since. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • TRUADVICE held 42,818 shares of iShares Gold Trust worth $1.57M as of Q3 2023.
  • TRUADVICE bought 1,410 iShares Gold Trust shares in Q3 2023, an estimated $51.5K.
  • iShares Gold Trust made up 0.62% of TRUADVICE's portfolio in Q3 2023, its #47 holding.
  • TRUADVICE first reported a position in iShares Gold Trust in Q3 2022 and has held it in 5 quarters since.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.