Comprehensive Financial Consultants Institutional’s iShares Gold Trust IAU Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-24	Closed	–	–	299
2021 Q4	$0	Buy	+24	New	+$820	﹤0.01%	490

Other funds holding IAU

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IAU Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 24 shares.

Comprehensive Financial Consultants Institutional first reported a position in IAU in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 24 iShares Gold Trust shares in Q1 2022.
Comprehensive Financial Consultants Institutional first reported a position in iShares Gold Trust in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares Gold Trust position peaked at $0 in Q4 2021.
963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.