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CoreFirst Bank & Trust’s iShares Gold Trust IAU Stock Holding History

CoreFirst Bank & Trust’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
Q4 		– Sell
-275
Closed -$9K – 431
2021
Q3 		$9K Hold
275
– – 0.01% 396
2021
Q2 		$9K Hold
275
– – 0.01% 398
2021
Q1 		$9K Hold
275
– – 0.01% 394
2020
Q4 		$10K Buy
+275
New +$9.84K 0.01% 360

Other funds holding IAU

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CoreFirst Bank & Trust's IAU Position: Q4 2021 in Review

CoreFirst Bank & Trust sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 275 shares — an estimated $9K sold.

CoreFirst Bank & Trust first reported a position in IAU in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

  • CoreFirst Bank & Trust reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 275 iShares Gold Trust shares in Q4 2021, an estimated $9K.
  • CoreFirst Bank & Trust first reported a position in iShares Gold Trust in Q4 2020 and held it in 4 quarters.
  • CoreFirst Bank & Trust's iShares Gold Trust position peaked at $10K in Q4 2020.
  • 982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2021, filed 10 Feb 2022.