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Element Pointe Advisors’s iShares Gold Trust IAU Stock Holding History

Element Pointe 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
Q3 		– Sell
-8,217
Closed -$282K – 111
2021
Q2 		$282K Hold
8,217
– – 0.09% 97
2021
Q1 		$267K Buy
+8,217
New +$281K 0.09% 101

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Element Pointe Advisors's IAU Position: Q3 2021 in Review

Element Pointe Advisors sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 8,217 shares — an estimated $282K sold.

Element Pointe Advisors first reported a position in IAU in Q1 2021 and held it in 2 quarters. The position peaked at $282K in Q2 2021. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

  • Element Pointe Advisors reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Element Pointe Advisors sold 8,217 iShares Gold Trust shares in Q3 2021, an estimated $282K.
  • Element Pointe Advisors first reported a position in iShares Gold Trust in Q1 2021 and held it in 2 quarters.
  • Element Pointe Advisors's iShares Gold Trust position peaked at $282K in Q2 2021.
  • 879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Element Pointe Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.