Core Wealth Advisors (Florida)’s iShares Gold Trust IAU Stock Holding History

Core Wealth Advisors (Florida)’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 Q1	–	Sell	-289,245	Closed	-$8.39M	–	161
2019 Q4	$8.39M	Buy	+289,245	New	+$8.2M	4.82%	8

Other funds holding IAU

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IAU Position: Q1 2020 in Review

Core Wealth Advisors (Florida) sold out of iShares Gold Trust (IAU) in Q1 2020, closing a stake of 289,245 shares — an estimated $8.39M sold.

Core Wealth Advisors (Florida) first reported a position in IAU in Q4 2019 and held it in 1 quarter. The position peaked at $8.39M in Q4 2019. 779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

Core Wealth Advisors (Florida) reported no remaining iShares Gold Trust position as of Q1 2020 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 289,245 iShares Gold Trust shares in Q1 2020, an estimated $8.39M.
Core Wealth Advisors (Florida) first reported a position in iShares Gold Trust in Q4 2019 and held it in 1 quarter.
Core Wealth Advisors (Florida)'s iShares Gold Trust position peaked at $8.39M in Q4 2019.
779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2020, filed 29 Apr 2020.