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Veritable’s iShares Gold Trust IAU Stock Holding History

Veritable’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
-25,547
Closed -$930K – 365
2023
Q2 		$930K Sell
25,547
-1,008
-4% -$37.8K 0.01% 383
2023
Q1 		$992K Sell
26,555
-20,584
-44% -$739K 0.02% 371
2022
Q4 		$1.63M Sell
47,139
-3,069
-6% -$101K 0.03% 266
2022
Q3 		$1.58M Buy
50,208
+10,239
+26% +$336K 0.03% 258
2022
Q2 		$1.37M Buy
39,969
+2,690
+7% +$95.7K 0.02% 302
2022
Q1 		$1.37M Buy
37,279
+18,432
+98% +$658K 0.02% 323
2021
Q4 		$656K Buy
18,847
+1,580
+9% +$54K 0.01% 488
2021
Q3 		$577K Sell
17,267
-17,077
-50% -$582K 0.01% 508
2021
Q2 		$1.16M Buy
34,344
+6,497
+23% +$225K 0.02% 350
2021
Q1 		$906K Buy
27,847
+1,851
+7% +$63.3K 0.02% 373
2020
Q4 		$943K Sell
25,996
-513
-2% -$18.4K 0.02% 349
2020
Q3 		$954K Buy
26,509
+19,454
+276% +$710K 0.02% 331
2020
Q2 		$240K Buy
+7,055
New +$231K 0.01% 659
2020
Q1 		– Sell
-5,790
Closed -$168K – 777
2019
Q4 		$168K Sell
5,790
-12,049
-68% -$342K ﹤0.01% 791
2019
Q3 		$503K Buy
+17,839
New +$503K 0.01% 512
2015
Q4 		– Sell
-13,570
Closed -$292K – 751
2015
Q3 		$292K Sell
13,570
-982
-7% -$21.3K 0.01% 584
2015
Q2 		$330K Sell
14,552
-20,302
-58% -$468K 0.01% 572
2015
Q1 		$798K Sell
34,854
-516
-1% -$12.2K 0.02% 459
2014
Q4 		$809K Buy
35,370
+870
+3% +$20.2K 0.02% 461
2014
Q3 		$807K Buy
34,500
+11,489
+50% +$285K 0.02% 466
2014
Q2 		$593K Buy
23,011
+12,974
+129% +$324K 0.01% 549
2014
Q1 		$250K Buy
10,037
+1,496
+18% +$37.5K 0.01% 788
2013
Q4 		$200K Sell
8,541
-4,374
-34% -$108K ﹤0.01% 841
2013
Q3 		$333K Sell
12,915
-2,650
-17% -$68.4K 0.01% 688
2013
Q2 		$373K Buy
+15,565
New +$429K 0.01% 653

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Veritable's IAU Position: Q3 2023 in Review

Veritable sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 25,547 shares — an estimated $930K sold.

Veritable first reported a position in IAU in Q2 2013 and held it in 25 quarters. The position peaked at $1.63M in Q4 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • Veritable reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 25,547 iShares Gold Trust shares in Q3 2023, an estimated $930K.
  • Veritable first reported a position in iShares Gold Trust in Q2 2013 and held it in 25 quarters.
  • Veritable's iShares Gold Trust position peaked at $1.63M in Q4 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.