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

Buckley 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
Q1 		– Sell
-10,600
Closed -$384K – 128
2020
Q4 		$384K Buy
+10,600
New +$379K 0.16% 90

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Buckley Wealth Management's IAU Position: Q1 2021 in Review

Buckley Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 10,600 shares — an estimated $384K sold.

Buckley Wealth Management first reported a position in IAU in Q4 2020 and held it in 1 quarter. The position peaked at $384K in Q4 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

  • Buckley Wealth Management reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Buckley Wealth Management sold 10,600 iShares Gold Trust shares in Q1 2021, an estimated $384K.
  • Buckley Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and held it in 1 quarter.
  • Buckley Wealth Management's iShares Gold Trust position peaked at $384K in Q4 2020.
  • 952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Buckley Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.