True Wealth Design’s iShares Gold Trust IAU Stock Holding History

True Wealth Design’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	–	Sell	-100	Closed	-$4.2K	–	801
2024 Q1	$4.2K	Buy	+100	New	+$3.92K	﹤0.01%	289

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

True Wealth Design's IAU Position: Q2 2024 in Review

True Wealth Design sold out of iShares Gold Trust (IAU) in Q2 2024, closing a stake of 100 shares — an estimated $4.2K sold.

True Wealth Design first reported a position in IAU in Q1 2024 and held it in 1 quarter. The position peaked at $4.2K in Q1 2024. 1,170 funds tracked by Wall St. Rank hold IAU as of Q2 2024.

True Wealth Design reported no remaining iShares Gold Trust position as of Q2 2024 after selling out during the quarter.
True Wealth Design sold 100 iShares Gold Trust shares in Q2 2024, an estimated $4.2K.
True Wealth Design first reported a position in iShares Gold Trust in Q1 2024 and held it in 1 quarter.
True Wealth Design's iShares Gold Trust position peaked at $4.2K in Q1 2024.
1,170 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2024.

Based on True Wealth Design's 13F filing for Q2 2024, filed 14 Aug 2024.