WR Wealth Planners’s iShares Gold Trust IAU Stock Holding History

WR Wealth Planners’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	$144K	Sell	2,904 -435	-13%	-$21.9K	0.05%	187
2024 Q3	$166K	Buy	3,339 +15	+0.5%	+$702	0.05%	209
2024 Q2	$146K	Sell	3,324 -263	-7%	-$11.6K	0.04%	210
2024 Q1	$151K	Buy	+3,587	New	+$141K	0.05%	211
2023 Q4	–	Sell	-3,666	Closed	-$128K	–	491
2023 Q3	$128K	Sell	3,666 -1,023	-22%	-$37.3K	0.05%	212
2023 Q2	$171K	Sell	4,689 -551	-11%	-$20.7K	0.07%	186
2023 Q1	$196K	Sell	5,240 -174,713	-97%	-$6.27M	0.08%	157
2022 Q4	$6.22M	Sell	179,953 -88	-0%	-$2.89K	3.83%	6
2022 Q3	$5.68M	Sell	180,041 -3,607	-2%	-$118K	4%	7
2022 Q2	$6.3M	Buy	183,648 +3,925	+2%	+$140K	4.15%	5
2022 Q1	$6.62M	Buy	+179,723	New	+$6.42M	3.94%	5

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 $175B AUM 40.63% 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

WR Wealth Planners's IAU Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Gold Trust (IAU) stake by 13% in Q4 2024, selling an estimated $21.9K and leaving 2,904 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #187.

WR Wealth Planners first reported a position in IAU in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.62M in Q1 2022. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

WR Wealth Planners held 2,904 shares of iShares Gold Trust worth $144K as of Q4 2024.
WR Wealth Planners sold 435 iShares Gold Trust shares in Q4 2024, an estimated $21.9K.
iShares Gold Trust made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #187 holding.
WR Wealth Planners first reported a position in iShares Gold Trust in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares Gold Trust position peaked at $6.62M in Q1 2022.
1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.