Blooom Inc’s iShares Gold Trust IAU Stock Holding History

Blooom Inc’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	-5,732	Closed	-$210K	–	48
2022 Q1	$210K	Buy	+5,732	New	+$205K	0.17%	41

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

PCA

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blooom Inc's IAU Position: Q2 2022 in Review

Blooom Inc sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 5,732 shares — an estimated $210K sold.

Blooom Inc first reported a position in IAU in Q1 2022 and held it in 1 quarter. The position peaked at $210K in Q1 2022. 1,007 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

Blooom Inc reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
Blooom Inc sold 5,732 iShares Gold Trust shares in Q2 2022, an estimated $210K.
Blooom Inc first reported a position in iShares Gold Trust in Q1 2022 and held it in 1 quarter.
Blooom Inc's iShares Gold Trust position peaked at $210K in Q1 2022.
1,007 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Blooom Inc's 13F filing for Q2 2022, filed 1 Aug 2022.