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Zions Bancorporation’s iShares Gold Trust IAU Stock Holding History

Zions Bancorporation’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 		$34.4K Hold
695
– – ﹤0.01% 456
2024
Q3 		$34.5K Sell
695
-747
-52% -$35K ﹤0.01% 463
2024
Q2 		$63.3K Buy
1,442
+357
+33% +$15.8K 0.01% 421
2024
Q1 		$45.6K Buy
1,085
+695
+178% +$27.2K ﹤0.01% 439
2023
Q4 		$15.2K Sell
390
-679
-64% -$25.4K ﹤0.01% 576
2023
Q3 		$37.4K Hold
1,069
– – ﹤0.01% 423
2023
Q2 		$38.9K Sell
1,069
-547
-34% -$20.5K ﹤0.01% 420
2023
Q1 		$60.4K Sell
1,616
-1,716
-52% -$61.6K 0.01% 401
2022
Q4 		$115K Hold
3,332
– – 0.01% 348
2022
Q3 		$105K Hold
3,332
– – 0.01% 346
2022
Q2 		$114K Sell
3,332
-831
-20% -$29.6K 0.01% 367
2022
Q1 		$153K Buy
4,163
+139
+3% +$4.97K 0.01% 355
2021
Q4 		$140K Hold
4,024
– – 0.01% 338
2021
Q3 		$134K Sell
4,024
-1,758
-30% -$59.9K 0.01% 332
2021
Q2 		$195K Sell
5,782
-1,462
-20% -$50.5K 0.02% 291
2021
Q1 		$236K Buy
7,244
+6,633
+1,086% +$227K 0.03% 256
2020
Q4 		$22K Hold
611
– – ﹤0.01% 528
2020
Q3 		$22K Buy
+611
New +$22.3K ﹤0.01% 517
2016
Q1 		– Sell
-1,407
Closed -$29K – 876
2015
Q4 		$29K Sell
1,407
-856,279
-100% -$18.3M 0.01% 287
2015
Q3 		$18.3M Buy
857,686
+189,402
+28% +$4.12M 3.36% 9
2015
Q2 		$15.2M Buy
+668,284
New +$15.4M 2.42% 10

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

Zions Bancorporation's IAU Position: Q4 2024 in Review

Zions Bancorporation held its iShares Gold Trust (IAU) position steady in Q4 2024 at 695 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Zions Bancorporation first reported a position in IAU in Q2 2015 and has held it in 21 quarters since. The position peaked at $18.3M in Q3 2015. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Zions Bancorporation held 695 shares of iShares Gold Trust worth $34.4K as of Q4 2024.
  • Zions Bancorporation left its iShares Gold Trust share count unchanged in Q4 2024.
  • iShares Gold Trust made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #456 holding.
  • Zions Bancorporation first reported a position in iShares Gold Trust in Q2 2015 and has held it in 21 quarters since.
  • Zions Bancorporation's iShares Gold Trust position peaked at $18.3M in Q3 2015.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.