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V Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

V Wealth 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
Q3 		– Sell
-11,295
Closed -$411K – 220
2023
Q2 		$411K Hold
11,295
– – 0.07% 224
2023
Q1 		$422K Hold
11,295
– – 0.08% 223
2022
Q4 		$391K Sell
11,295
-200
-2% -$6.57K 0.08% 233
2022
Q3 		$362K Sell
11,495
-300
-3% -$9.83K 0.07% 251
2022
Q2 		$405K Buy
+11,795
New +$420K 0.08% 256
2022
Q1 		– Sell
-12,641
Closed -$440K – 453
2021
Q4 		$440K Hold
12,641
– – 0.06% 280
2021
Q3 		$422K Sell
12,641
-1,008
-7% -$34.3K 0.07% 294
2021
Q2 		$460K Sell
13,649
-37,194
-73% -$1.29M 0.07% 293
2021
Q1 		$1.65M Buy
50,843
+8,152
+19% +$279K 0.3% 75
2020
Q4 		$1.55M Buy
+42,691
New +$1.53M 0.32% 73
2020
Q3 		– Sell
-48,245
Closed -$1.64M – 239
2020
Q2 		$1.64M Sell
48,245
-135,087
-74% -$4.43M 0.43% 55
2020
Q1 		$5.53M Buy
183,332
+71,023
+63% +$2.15M 1.73% 8
2019
Q4 		$3.17M Hold
112,309
– – 1.13% 15
2019
Q3 		$3.17M Buy
112,309
+2,817
+3% +$79.5K 1.13% 15
2019
Q2 		$2.96M Buy
109,492
+887
+0.8% +$22.2K 1.12% 14
2019
Q1 		$2.65M Buy
108,605
+30,629
+39% +$765K 1.07% 15
2018
Q4 		$1.92M Buy
77,976
+1,354
+2% +$31.9K 0.98% 26
2018
Q3 		$1.75M Buy
76,622
+4,653
+6% +$108K 0.81% 35
2018
Q2 		$1.73M Buy
71,969
+66,704
+1,267% +$1.67M 0.97% 30
2018
Q1 		$135K Buy
+5,265
New +$134K 0.07% 199
2017
Q3 		– Sell
-420
Closed -$10K – 432
2017
Q2 		$10K Buy
+420
New +$10.2K ﹤0.01% 567
2016
Q2 		– Sell
-48,975
Closed -$1.16M – 166
2016
Q1 		$1.16M Buy
+48,975
New +$1.12M 0.93% 39

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

V Wealth Advisors's IAU Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 11,295 shares — an estimated $411K sold.

V Wealth Advisors first reported a position in IAU in Q1 2016 and held it in 22 quarters. The position peaked at $5.53M in Q1 2020. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • V Wealth Advisors reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 11,295 iShares Gold Trust shares in Q3 2023, an estimated $411K.
  • V Wealth Advisors first reported a position in iShares Gold Trust in Q1 2016 and held it in 22 quarters.
  • V Wealth Advisors's iShares Gold Trust position peaked at $5.53M in Q1 2020.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.