WI
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Wintrust Investments’s iShares Gold Trust IAU Stock Holding History

Wintrust Investments’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 		$29K Buy
+599
New +$30.1K 0.03% 330

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wintrust Investments's IAU Position: Q4 2024 in Review

Wintrust Investments opened a new position in iShares Gold Trust (IAU) in Q4 2024: 599 shares worth $29K. The stake represents 0.03% of the portfolio and ranks #330 among its holdings.

1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Wintrust Investments held 599 shares of iShares Gold Trust worth $29K as of Q4 2024.
  • iShares Gold Trust was a new Wintrust Investments position in Q4 2024.
  • iShares Gold Trust made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #330 holding.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.