EisnerAmper Wealth Management Corporate Benefits’s iShares Gold Trust IAU Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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 Q1	–	Sell	-7,668	Closed	-$278K	–	48
2020 Q4	$278K	Sell	7,668 -1,261	-14%	-$45.1K	0.16%	42
2020 Q3	$321K	Sell	8,929 -642	-7%	-$23.4K	0.21%	35
2020 Q2	$325K	Hold	9,571	–	–	0.22%	35
2020 Q1	$288K	Buy	+9,571	New	+$289K	0.2%	30
2019 Q2	–	Sell	-11,754	Closed	-$291K	–	35
2019 Q1	$291K	Buy	11,754 +290	+3%	+$7.24K	0.22%	37
2018 Q4	$282K	Buy	+11,464	New	+$270K	0.24%	32
2018 Q3	–	Sell	-11,748	Closed	-$282K	–	39
2018 Q2	$282K	Buy	+11,748	New	+$295K	0.23%	31

Other funds holding IAU

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's IAU Position: Q1 2021 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 7,668 shares — an estimated $278K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in IAU in Q2 2018 and held it in 7 quarters. The position peaked at $325K in Q2 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

EisnerAmper Wealth Management Corporate Benefits reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 7,668 iShares Gold Trust shares in Q1 2021, an estimated $278K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in iShares Gold Trust in Q2 2018 and held it in 7 quarters.
EisnerAmper Wealth Management Corporate Benefits's iShares Gold Trust position peaked at $325K in Q2 2020.
952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q1 2021, filed 1 Apr 2021.