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Daniels + Tansey’s iShares Gold Trust IAU Stock Holding History

Daniels + Tansey’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
Q4 		– Sell
-72,183
Closed -$2.6M – 28
2020
Q3 		$2.6M Buy
+72,183
New +$2.64M 1.29% 20

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Daniels + Tansey's IAU Position: Q4 2020 in Review

Daniels + Tansey sold out of iShares Gold Trust (IAU) in Q4 2020, closing a stake of 72,183 shares — an estimated $2.6M sold.

Daniels + Tansey first reported a position in IAU in Q3 2020 and held it in 1 quarter. The position peaked at $2.6M in Q3 2020. 969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

  • Daniels + Tansey reported no remaining iShares Gold Trust position as of Q4 2020 after selling out during the quarter.
  • Daniels + Tansey sold 72,183 iShares Gold Trust shares in Q4 2020, an estimated $2.6M.
  • Daniels + Tansey first reported a position in iShares Gold Trust in Q3 2020 and held it in 1 quarter.
  • Daniels + Tansey's iShares Gold Trust position peaked at $2.6M in Q3 2020.
  • 969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on Daniels + Tansey's 13F filing for Q4 2020, filed 4 Feb 2021.