Cornell Pochily Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Cornell Pochily Investment Advisors’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	-6,782	Closed	-$227K	–	166
2021 Q3	$227K	Sell	6,782 -680	-9%	-$23.2K	0.1%	154
2021 Q2	$252K	Sell	7,462 -3,348	-31%	-$116K	0.11%	146
2021 Q1	$352K	Buy	10,810 +4,120	+62%	+$141K	0.17%	120
2020 Q4	$243K	Buy	+6,690	New	+$239K	0.12%	133

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cornell Pochily Investment Advisors's IAU Position: Q4 2021 in Review

Cornell Pochily Investment Advisors sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 6,782 shares — an estimated $227K sold.

Cornell Pochily Investment Advisors first reported a position in IAU in Q4 2020 and held it in 4 quarters. The position peaked at $352K in Q1 2021. 980 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

Cornell Pochily Investment Advisors reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 6,782 iShares Gold Trust shares in Q4 2021, an estimated $227K.
Cornell Pochily Investment Advisors first reported a position in iShares Gold Trust in Q4 2020 and held it in 4 quarters.
Cornell Pochily Investment Advisors's iShares Gold Trust position peaked at $352K in Q1 2021.
980 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on Cornell Pochily Investment Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.