Clarius Group LLC’s iShares Gold Trust IAU Stock Holding History

Clarius Group LLC’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	-5,216	Closed	-$189K	–	389
2020 Q4	$189K	Sell	5,216 -543	-9%	-$19.4K	0.02%	338
2020 Q3	$207K	Sell	5,759 -1,350	-19%	-$49.3K	0.03%	279
2020 Q2	$242K	Hold	7,109	–	–	0.03%	244
2020 Q1	$214K	Hold	7,109	–	–	0.04%	230
2019 Q4	$212K	Hold	7,109	–	–	0.03%	274
2019 Q3	$200K	Buy	+7,109	New	+$201K	0.04%	268

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

Clarius Group LLC's IAU Position: Q1 2021 in Review

Clarius Group LLC sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 5,216 shares — an estimated $189K sold.

Clarius Group LLC first reported a position in IAU in Q3 2019 and held it in 6 quarters. The position peaked at $242K in Q2 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

Clarius Group LLC reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
Clarius Group LLC sold 5,216 iShares Gold Trust shares in Q1 2021, an estimated $189K.
Clarius Group LLC first reported a position in iShares Gold Trust in Q3 2019 and held it in 6 quarters.
Clarius Group LLC's iShares Gold Trust position peaked at $242K in Q2 2020.
952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Clarius Group LLC's 13F filing for Q1 2021, filed 27 Apr 2021.