AlphaMark Advisors’s iShares Gold Trust IAU Stock Holding History

AlphaMark Advisors’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 Q4	–	Sell	-50	Closed	-$2K	–	592
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	531
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	518
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	506
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	478
2020 Q3	$2K	Buy	+50	New	+$1.83K	﹤0.01%	494
2020 Q2	–	Sell	-4	Closed	–	–	578
2020 Q1	$0	Buy	+4	New	+$121	﹤0.01%	599
2015 Q1	–	Sell	-250	Closed	-$6K	–	306
2014 Q4	$6K	Hold	250	–	–	﹤0.01%	259
2014 Q3	$6K	Hold	250	–	–	﹤0.01%	276
2014 Q2	$6K	Buy	+250	New	+$6.25K	﹤0.01%	276

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AlphaMark Advisors's IAU Position: Q4 2021 in Review

AlphaMark Advisors sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 50 shares — an estimated $2K sold.

AlphaMark Advisors first reported a position in IAU in Q2 2014 and held it in 9 quarters. The position peaked at $6K in Q4 2014. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

AlphaMark Advisors reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
AlphaMark Advisors sold 50 iShares Gold Trust shares in Q4 2021, an estimated $2K.
AlphaMark Advisors first reported a position in iShares Gold Trust in Q2 2014 and held it in 9 quarters.
AlphaMark Advisors's iShares Gold Trust position peaked at $6K in Q4 2014.
982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on AlphaMark Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.