Argent Wealth Management’s iShares Gold Trust IAU Stock Holding History

Argent 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
2020 Q2	$205K	Buy	+5,500	New	+$180K	0.03%	162

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

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

Argent Wealth Management's IAU Position: Q2 2020 in Review

Argent Wealth Management opened a new position in iShares Gold Trust (IAU) in Q2 2020: 5,500 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings.

835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

Argent Wealth Management held 5,500 shares of iShares Gold Trust worth $205K as of Q2 2020.
iShares Gold Trust was a new Argent Wealth Management position in Q2 2020.
iShares Gold Trust made up 0.03% of Argent Wealth Management's portfolio in Q2 2020, its #162 holding.
835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.