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True Capital Management’s iShares Gold Trust IAU Stock Holding History

True Capital 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
2023
Q1 		$2.12M Hold
56,633
– – 1.45% 21
2022
Q4 		$1.96M Buy
+56,633
New +$1.86M 1.59% 19

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

True Capital Management's IAU Position: Q1 2023 in Review

True Capital Management held its iShares Gold Trust (IAU) position steady in Q1 2023 at 56,633 shares worth $2.12M. The position accounts for 1.45% of the portfolio, ranked #21.

True Capital Management first reported a position in IAU in Q4 2022 and has held it in 2 quarters since. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

  • True Capital Management held 56,633 shares of iShares Gold Trust worth $2.12M as of Q1 2023.
  • True Capital Management left its iShares Gold Trust share count unchanged in Q1 2023.
  • iShares Gold Trust made up 1.45% of True Capital Management's portfolio in Q1 2023, its #21 holding.
  • True Capital Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 2 quarters since.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.