Atlas Private Wealth Management’s iShares Gold Trust IAU Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-4,150	Closed	-$135K	–	225
2021 Q1	$135K	Hold	4,150	–	–	0.09%	141
2020 Q4	$150K	Hold	4,150	–	–	0.11%	131
2020 Q3	$149K	Hold	4,150	–	–	0.12%	120
2020 Q2	$141K	Sell	4,150 -309	-7%	-$10.1K	0.11%	127
2020 Q1	$134K	Hold	4,459	–	–	0.12%	128
2019 Q4	$129K	Buy	+4,459	New	+$126K	0.1%	150

Other funds holding IAU

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

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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

Atlas Private Wealth Management's IAU Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 4,150 shares — an estimated $135K sold.

Atlas Private Wealth Management first reported a position in IAU in Q4 2019 and held it in 6 quarters. The position peaked at $150K in Q4 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 4,150 iShares Gold Trust shares in Q2 2021, an estimated $135K.
Atlas Private Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares Gold Trust position peaked at $150K in Q4 2020.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.