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Bickling Financial Services’s iShares Gold Trust IAU Stock Holding History

Bickling Financial Services’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
-54,122
Closed -$1.76M – 137
2021
Q1 		$1.76M Sell
54,122
-17,950
-25% -$613K 0.89% 27
2020
Q4 		$2.61M Buy
+72,072
New +$2.58M 1.61% 16

Other funds holding IAU

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bickling Financial Services's IAU Position: Q2 2021 in Review

Bickling Financial Services sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 54,122 shares — an estimated $1.76M sold.

Bickling Financial Services first reported a position in IAU in Q4 2020 and held it in 2 quarters. The position peaked at $2.61M in Q4 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • Bickling Financial Services reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Bickling Financial Services sold 54,122 iShares Gold Trust shares in Q2 2021, an estimated $1.76M.
  • Bickling Financial Services first reported a position in iShares Gold Trust in Q4 2020 and held it in 2 quarters.
  • Bickling Financial Services's iShares Gold Trust position peaked at $2.61M in Q4 2020.
  • 874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Bickling Financial Services's 13F filing for Q2 2021, filed 16 Aug 2021.