Cordasco Financial Network’s iShares Gold Trust IAU Stock Holding History

Cordasco Financial Network’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 Q2	$6K	Buy	+162	New	+$5.76K	﹤0.01%	439
2022 Q1	–	Sell	-162	Closed	-$6K	–	569
2021 Q4	$6K	Hold	162	–	–	﹤0.01%	430
2021 Q3	$5K	Hold	162	–	–	﹤0.01%	468
2021 Q2	$5K	Sell	162 -1	-0.6%	-$35	﹤0.01%	468
2021 Q1	$5K	Hold	163	–	–	﹤0.01%	464
2020 Q4	$6K	Hold	163	–	–	﹤0.01%	386
2020 Q3	$6K	Buy	+163	New	+$5.95K	0.01%	375

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Cordasco Financial Network's IAU Position: Q2 2022 in Review

Cordasco Financial Network opened a new position in iShares Gold Trust (IAU) in Q2 2022: 162 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Cordasco Financial Network previously reported a position in IAU as recently as Q4 2021.

Cordasco Financial Network first reported a position in IAU in Q3 2020 and has held it in 7 quarters since. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

Cordasco Financial Network held 162 shares of iShares Gold Trust worth $6K as of Q2 2022.
iShares Gold Trust was a new Cordasco Financial Network position in Q2 2022.
iShares Gold Trust made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #439 holding.
Cordasco Financial Network first reported a position in iShares Gold Trust in Q3 2020 and has held it in 7 quarters since.
1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.