Wagner Wealth Management (South Carolina)’s iShares Gold Trust IAU Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-34	Closed	-$1K	–	464
2022 Q3	$1K	Sell	34 -625	-95%	-$20.5K	﹤0.01%	642
2022 Q2	$23K	Buy	+659	New	+$23.4K	0.02%	308
2022 Q1	–	Sell	-381	Closed	-$13K	–	416
2021 Q4	$13K	Hold	381	–	–	0.01%	457
2021 Q3	$13K	Hold	381	–	–	0.01%	433
2021 Q2	$13K	Hold	381	–	–	0.01%	454
2021 Q1	$12K	Buy	+381	New	+$13K	0.01%	441
2018 Q2	–	Sell	-75	Closed	-$1.88K	–	690
2018 Q1	$2K	Sell	75 -200	-73%	-$5.11K	﹤0.01%	480
2017 Q4	$7K	Buy	+275	New	+$6.75K	0.01%	465

Other funds holding IAU

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IAU Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 34 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in IAU in Q4 2017 and held it in 8 quarters. The position peaked at $23K in Q2 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 34 iShares Gold Trust shares in Q4 2022, an estimated $1K.
Wagner Wealth Management (South Carolina) first reported a position in iShares Gold Trust in Q4 2017 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s iShares Gold Trust position peaked at $23K in Q2 2022.
1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.