Wealthgate Family Office’s iShares Gold Trust IAU Stock Holding History

Wealthgate Family Office’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 Q3	$1.15M	Buy	23,097 +10,785	+88%	+$505K	3.2%	8
2024 Q2	$541K	Hold	12,312	–	–	1.33%	12
2024 Q1	$517K	Hold	12,312	–	–	1.34%	12
2023 Q4	$481K	Hold	12,312	–	–	1.33%	12
2023 Q3	$431K	Hold	12,312	–	–	1.34%	12
2023 Q2	$448K	Hold	12,312	–	–	1.31%	12
2023 Q1	$460K	Hold	12,312	–	–	1.32%	13
2022 Q4	$426K	Hold	12,312	–	–	1.16%	13
2022 Q3	$388K	Hold	12,312	–	–	1.03%	12
2022 Q2	$422K	Hold	12,312	–	–	1.04%	12
2022 Q1	$453K	Hold	12,312	–	–	0.91%	13
2021 Q4	$429K	Hold	12,312	–	–	0.67%	18
2021 Q3	$411K	Buy	+12,312	New	+$419K	0.63%	23

Other funds holding IAU

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wealthgate Family Office's IAU Position: Q3 2024 in Review

Wealthgate Family Office increased its iShares Gold Trust (IAU) stake by 88% in Q3 2024, buying an estimated $505K and bringing the position to 23,097 shares worth $1.15M. The position accounts for 3.2% of the portfolio, ranked #8.

Wealthgate Family Office first reported a position in IAU in Q3 2021 and has held it in 13 quarters since. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

Wealthgate Family Office held 23,097 shares of iShares Gold Trust worth $1.15M as of Q3 2024.
Wealthgate Family Office bought 10,785 iShares Gold Trust shares in Q3 2024, an estimated $505K.
iShares Gold Trust made up 3.2% of Wealthgate Family Office's portfolio in Q3 2024, its #8 holding.
Wealthgate Family Office first reported a position in iShares Gold Trust in Q3 2021 and has held it in 13 quarters since.
1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.