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CFM Wealth Partners’s iShares Gold Trust IAU Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-300
Closed -$10K – 292
2020
Q2 		$10K Hold
300
– – ﹤0.01% 396
2020
Q1 		$9K Hold
300
– – ﹤0.01% 441
2019
Q4 		$9K Buy
+300
New +$8.51K ﹤0.01% 428

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFM Wealth Partners's IAU Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares Gold Trust (IAU) in Q3 2020, closing a stake of 300 shares — an estimated $10K sold.

CFM Wealth Partners first reported a position in IAU in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q2 2020. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

  • CFM Wealth Partners reported no remaining iShares Gold Trust position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 300 iShares Gold Trust shares in Q3 2020, an estimated $10K.
  • CFM Wealth Partners first reported a position in iShares Gold Trust in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's iShares Gold Trust position peaked at $10K in Q2 2020.
  • 877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.