Wealthcare Capital Management’s iShares Gold Trust IAU Stock Holding History

Wealthcare Capital 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
2024 Q4	–	Sell	-6,171	Closed	-$307K	–	89
2024 Q3	$307K	Buy	6,171 +148	+2%	+$6.93K	0.03%	68
2024 Q2	$265K	Sell	6,023 -3,702	-38%	-$164K	0.03%	71
2024 Q1	$409K	Buy	9,725 +43	+0.4%	+$1.69K	0.05%	58
2023 Q4	$378K	Buy	+9,682	New	+$362K	0.04%	59
2022 Q1	–	Sell	-5,841	Closed	-$203K	–	85
2021 Q4	$203K	Sell	5,841 -1,970	-25%	-$67.3K	0.02%	82
2021 Q3	$261K	Sell	7,811 -23,267	-75%	-$793K	0.03%	69
2021 Q2	$1.05M	Buy	31,078 +1,157	+4%	+$40K	0.1%	30
2021 Q1	$973K	Buy	29,921 +8,226	+38%	+$281K	0.1%	29
2020 Q4	$787K	Buy	21,695 +8,601	+66%	+$308K	0.08%	33
2020 Q3	$471K	Buy	13,094 +3,346	+34%	+$122K	0.05%	39
2020 Q2	$331K	Buy	9,748 +219	+2%	+$7.18K	0.04%	43
2020 Q1	$287K	Buy	+9,529	New	+$288K	0.04%	45
2015 Q3	–	Sell	-50	Closed	-$1K	–	317
2015 Q2	$1K	Hold	50	–	–	﹤0.01%	358
2015 Q1	$1K	Buy	+50	New	+$1.18K	﹤0.01%	867

Other funds holding IAU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wealthcare Capital Management's IAU Position: Q4 2024 in Review

Wealthcare Capital Management sold out of iShares Gold Trust (IAU) in Q4 2024, closing a stake of 6,171 shares — an estimated $307K sold.

Wealthcare Capital Management first reported a position in IAU in Q1 2015 and held it in 14 quarters. The position peaked at $1.05M in Q2 2021. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

Wealthcare Capital Management reported no remaining iShares Gold Trust position as of Q4 2024 after selling out during the quarter.
Wealthcare Capital Management sold 6,171 iShares Gold Trust shares in Q4 2024, an estimated $307K.
Wealthcare Capital Management first reported a position in iShares Gold Trust in Q1 2015 and held it in 14 quarters.
Wealthcare Capital Management's iShares Gold Trust position peaked at $1.05M in Q2 2021.
1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Wealthcare Capital Management's 13F filing for Q4 2024, filed 15 Jan 2025.