EWM
IAU icon

Edge Wealth Management’s iShares Gold Trust IAU Stock Holding History

Edge Wealth Management’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
-50,510
Closed -$1.82M – 409
2020
Q3 		$1.82M Sell
50,510
-2,215
-4% -$80.9K 0.42% 47
2020
Q2 		$1.79M Buy
+52,725
New +$1.73M 0.34% 52

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

Edge Wealth Management's IAU Position: Q4 2020 in Review

Edge Wealth Management sold out of iShares Gold Trust (IAU) in Q4 2020, closing a stake of 50,510 shares — an estimated $1.82M sold.

Edge Wealth Management first reported a position in IAU in Q2 2020 and held it in 2 quarters. The position peaked at $1.82M in Q3 2020. 969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

  • Edge Wealth Management reported no remaining iShares Gold Trust position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 50,510 iShares Gold Trust shares in Q4 2020, an estimated $1.82M.
  • Edge Wealth Management first reported a position in iShares Gold Trust in Q2 2020 and held it in 2 quarters.
  • Edge Wealth Management's iShares Gold Trust position peaked at $1.82M in Q3 2020.
  • 969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.