AMJ Financial Wealth Management’s iShares Gold Trust IAU Stock Holding History

AMJ Financial Wealth Management’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
2022 Q2	–	Sell	-283,755	Closed	-$10.5M	–	67
2022 Q1	$10.5M	Buy	+283,755	New	+$10.1M	4.19%	2
2021 Q1	–	Sell	-65,635	Closed	-$2.38M	–	92
2020 Q4	$2.38M	Sell	65,635 -29,971	-31%	-$1.07M	1.22%	35
2020 Q3	$3.44M	Sell	95,606 -1,680	-2%	-$61.3K	2.03%	25
2020 Q2	$3.31M	Sell	97,286 -2,329	-2%	-$76.3K	2.25%	24
2020 Q1	$3M	Buy	99,615 +91,311	+1,100%	+$2.76M	5.21%	7
2019 Q4	$241K	Buy	+8,304	New	+$236K	0.17%	61

Other funds holding IAU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

AMJ Financial Wealth Management's IAU Position: Q2 2022 in Review

AMJ Financial Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 283,755 shares — an estimated $10.5M sold.

AMJ Financial Wealth Management first reported a position in IAU in Q4 2019 and held it in 6 quarters. The position peaked at $10.5M in Q1 2022. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

AMJ Financial Wealth Management reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
AMJ Financial Wealth Management sold 283,755 iShares Gold Trust shares in Q2 2022, an estimated $10.5M.
AMJ Financial Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and held it in 6 quarters.
AMJ Financial Wealth Management's iShares Gold Trust position peaked at $10.5M in Q1 2022.
1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.