VRM
IAU icon

Vectors Research Management’s iShares Gold Trust IAU Stock Holding History

Vectors Research 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
2022
Q3 		– Sell
-2,212
Closed -$76K – 285
2022
Q2 		$76K Hold
2,212
– – 0.02% 188
2022
Q1 		$81K Hold
2,212
– – 0.02% 189
2021
Q4 		$77K Buy
2,212
+1,500
+211% +$51.3K 0.02% 223
2021
Q3 		$24K Buy
+712
New +$24.3K 0.01% 294
2020
Q4 		– Sell
-104
Closed -$4K – 459
2020
Q3 		$4K Hold
104
– – ﹤0.01% 353
2020
Q2 		$4K Hold
104
– – ﹤0.01% 358
2020
Q1 		$3K Hold
104
– – ﹤0.01% 394
2019
Q4 		$3K Buy
+104
New +$2.95K ﹤0.01% 468

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vectors Research Management's IAU Position: Q3 2022 in Review

Vectors Research Management sold out of iShares Gold Trust (IAU) in Q3 2022, closing a stake of 2,212 shares — an estimated $76K sold.

Vectors Research Management first reported a position in IAU in Q4 2019 and held it in 8 quarters. The position peaked at $81K in Q1 2022. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

  • Vectors Research Management reported no remaining iShares Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Vectors Research Management sold 2,212 iShares Gold Trust shares in Q3 2022, an estimated $76K.
  • Vectors Research Management first reported a position in iShares Gold Trust in Q4 2019 and held it in 8 quarters.
  • Vectors Research Management's iShares Gold Trust position peaked at $81K in Q1 2022.
  • 959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.