ZIG
IAU icon

Zullo Investment Group’s iShares Gold Trust IAU Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-531
Closed -$18.4K – 401
2022
Q4 		$18.4K Buy
531
+26
+5% +$854 0.01% 407
2022
Q3 		$16K Hold
505
– – 0.01% 424
2022
Q2 		$17K Hold
505
– – 0.01% 419
2022
Q1 		$19K Hold
505
– – 0.01% 431
2021
Q4 		$18K Buy
+505
New +$17.3K 0.01% 442

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zullo Investment Group's IAU Position: Q1 2023 in Review

Zullo Investment Group sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 531 shares — an estimated $18.4K sold.

Zullo Investment Group first reported a position in IAU in Q4 2021 and held it in 5 quarters. The position peaked at $19K in Q1 2022. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

  • Zullo Investment Group reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 531 iShares Gold Trust shares in Q1 2023, an estimated $18.4K.
  • Zullo Investment Group first reported a position in iShares Gold Trust in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's iShares Gold Trust position peaked at $19K in Q1 2022.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.