Camarda Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Camarda Financial 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 Q3	–	Sell	-44,996	Closed	-$1.52M	–	90
2021 Q2	$1.52M	Sell	44,996 -15,022	-25%	-$519K	0.94%	26
2021 Q1	$1.95M	Sell	60,018 -1,845	-3%	-$63K	1.4%	17
2020 Q4	$2.24M	Buy	61,863 +3,313	+6%	+$119K	1.89%	16
2020 Q3	$2.11M	Buy	58,550 +4,210	+8%	+$154K	2.56%	11
2020 Q2	$1.85M	Buy	+54,340	New	+$1.78M	2.58%	11
2019 Q3	–	Sell	-200	Closed	-$5K	–	245
2019 Q2	$5K	Sell	200 -200	-50%	-$5.01K	0.01%	200
2019 Q1	$10K	Hold	400	–	–	0.02%	183
2018 Q4	$10K	Hold	400	–	–	0.01%	135
2018 Q3	$9K	Hold	400	–	–	0.01%	180
2018 Q2	$10K	Hold	400	–	–	0.01%	165
2018 Q1	$10K	Buy	+400	New	+$10.2K	0.01%	149
2015 Q1	–	Sell	-174	Closed	-$4K	–	263
2014 Q4	$4K	Buy	+174	New	+$4.04K	﹤0.01%	231

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

PCA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Camarda Financial Advisors's IAU Position: Q3 2021 in Review

Camarda Financial Advisors sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 44,996 shares — an estimated $1.52M sold.

Camarda Financial Advisors first reported a position in IAU in Q4 2014 and held it in 12 quarters. The position peaked at $2.24M in Q4 2020. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

Camarda Financial Advisors reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
Camarda Financial Advisors sold 44,996 iShares Gold Trust shares in Q3 2021, an estimated $1.52M.
Camarda Financial Advisors first reported a position in iShares Gold Trust in Q4 2014 and held it in 12 quarters.
Camarda Financial Advisors's iShares Gold Trust position peaked at $2.24M in Q4 2020.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Camarda Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.