Winton Group’s iShares Gold Trust IAU Stock Holding History

Winton Group’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 Q1	–	Sell	-58,250	Closed	-$2.27M	–	732
2023 Q4	$2.27M	Hold	58,250	–	–	0.17%	100
2023 Q3	$2.04M	Hold	58,250	–	–	0.17%	95
2023 Q2	$2.12M	Hold	58,250	–	–	0.18%	105
2023 Q1	$2.18M	Hold	58,250	–	–	0.13%	195
2022 Q4	$2.01M	Hold	58,250	–	–	0.13%	201
2022 Q3	$1.84M	Hold	58,250	–	–	0.12%	223
2022 Q2	$2M	Hold	58,250	–	–	0.11%	265
2022 Q1	$2.15M	Hold	58,250	–	–	0.11%	234
2021 Q4	$2.03M	Hold	58,250	–	–	0.12%	224
2021 Q3	$1.95M	Hold	58,250	–	–	0.11%	191
2021 Q2	$1.96M	Hold	58,250	–	–	0.11%	195
2021 Q1	$1.89M	Hold	58,250	–	–	0.11%	172
2020 Q4	$2.11M	Buy	58,250 +35,750	+159%	+$1.28M	0.15%	89
2020 Q3	$810K	Hold	22,500	–	–	0.03%	898
2020 Q2	$765K	Buy	+22,500	New	+$737K	0.02%	1071

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 $154B AUM 29.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

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

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

Winton Group's IAU Position: Q1 2024 in Review

Winton Group sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 58,250 shares — an estimated $2.27M sold.

Winton Group first reported a position in IAU in Q2 2020 and held it in 15 quarters. The position peaked at $2.27M in Q4 2023. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

Winton Group reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
Winton Group sold 58,250 iShares Gold Trust shares in Q1 2024, an estimated $2.27M.
Winton Group first reported a position in iShares Gold Trust in Q2 2020 and held it in 15 quarters.
Winton Group's iShares Gold Trust position peaked at $2.27M in Q4 2023.
1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.