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Aurora Private Wealth’s iShares Gold Trust IAU Stock Holding History

Aurora Private Wealth’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 		– Sell
-11,010
Closed -$332K – 199
2020
Q1 		$332K Buy
11,010
+5,505
+100% +$166K 0.12% 164
2019
Q4 		$160K Buy
+5,505
New +$156K 0.06% 190

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
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

Aurora Private Wealth's IAU Position: Q2 2020 in Review

Aurora Private Wealth sold out of iShares Gold Trust (IAU) in Q2 2020, closing a stake of 11,010 shares — an estimated $332K sold.

Aurora Private Wealth first reported a position in IAU in Q4 2019 and held it in 2 quarters. The position peaked at $332K in Q1 2020. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

  • Aurora Private Wealth reported no remaining iShares Gold Trust position as of Q2 2020 after selling out during the quarter.
  • Aurora Private Wealth sold 11,010 iShares Gold Trust shares in Q2 2020, an estimated $332K.
  • Aurora Private Wealth first reported a position in iShares Gold Trust in Q4 2019 and held it in 2 quarters.
  • Aurora Private Wealth's iShares Gold Trust position peaked at $332K in Q1 2020.
  • 835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Aurora Private Wealth's 13F filing for Q2 2020, filed 27 Jul 2020.