Burt Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Burt Wealth Advisors’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	-4,542	Closed	-$165K	–	209
2020 Q4	$165K	Hold	4,542	–	–	0.06%	98
2020 Q3	$163K	Hold	4,542	–	–	0.06%	97
2020 Q2	$154K	Buy	4,542 +3,550	+358%	+$116K	0.06%	98
2020 Q1	$30K	Hold	992	–	–	0.01%	198
2019 Q4	$29K	Hold	992	–	–	0.01%	209
2019 Q3	$28K	Hold	992	–	–	0.01%	208
2019 Q2	$27K	Hold	992	–	–	0.01%	209
2019 Q1	$25K	Hold	992	–	–	0.01%	223
2018 Q4	$24K	Hold	992	–	–	0.01%	221
2018 Q3	$23K	Hold	992	–	–	0.01%	238
2018 Q2	$24K	Sell	992 -4,039	-80%	-$101K	0.01%	233
2018 Q1	$128K	Hold	5,031	–	–	0.07%	112
2017 Q4	$126K	Hold	5,031	–	–	0.08%	112
2017 Q3	$124K	Hold	5,031	–	–	0.08%	109
2017 Q2	$120K	Hold	5,031	–	–	0.08%	103
2017 Q1	$121K	Hold	5,031	–	–	0.09%	95
2016 Q4	$111K	Hold	5,031	–	–	0.1%	106
2016 Q3	$127K	Hold	5,031	–	–	0.14%	86
2016 Q2	$128K	Hold	5,031	–	–	0.14%	82
2016 Q1	$120K	Hold	5,031	–	–	0.11%	91
2015 Q4	$102K	Hold	5,031	–	–	0.08%	103
2015 Q3	$108K	Hold	5,031	–	–	0.13%	81
2015 Q2	$114K	Hold	5,031	–	–	0.12%	95
2015 Q1	$115K	Hold	5,031	–	–	0.12%	83
2014 Q4	$115K	Buy	+5,031	New	+$117K	0.12%	91

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

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

PCA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burt Wealth Advisors's IAU Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 4,542 shares — an estimated $165K sold.

Burt Wealth Advisors first reported a position in IAU in Q4 2014 and held it in 25 quarters. The position peaked at $165K in Q4 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 4,542 iShares Gold Trust shares in Q1 2021, an estimated $165K.
Burt Wealth Advisors first reported a position in iShares Gold Trust in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's iShares Gold Trust position peaked at $165K in Q4 2020.
952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.