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Abacus Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Abacus Wealth Partners’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
2021
Q2 		– Sell
-6,501
Closed -$211K – 120
2021
Q1 		$211K Buy
+6,501
New +$222K 0.15% 105

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abacus Wealth Partners's IAU Position: Q2 2021 in Review

Abacus Wealth Partners sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 6,501 shares — an estimated $211K sold.

Abacus Wealth Partners first reported a position in IAU in Q1 2021 and held it in 1 quarter. The position peaked at $211K in Q1 2021. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • Abacus Wealth Partners reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Abacus Wealth Partners sold 6,501 iShares Gold Trust shares in Q2 2021, an estimated $211K.
  • Abacus Wealth Partners first reported a position in iShares Gold Trust in Q1 2021 and held it in 1 quarter.
  • Abacus Wealth Partners's iShares Gold Trust position peaked at $211K in Q1 2021.
  • 874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Abacus Wealth Partners's 13F filing for Q2 2021, filed 31 May 2023.