Enterprise Financial Services Corp (EFSC)’s iShares Gold Trust IAU Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-5,558	Closed	-$200K	–	1328
2020 Q3	$200K	Sell	5,558 -100	-2%	-$3.65K	0.04%	210
2020 Q2	$192K	Sell	5,658 -200	-3%	-$6.55K	0.04%	207
2020 Q1	$177K	Hold	5,858	–	–	0.04%	205
2019 Q4	$170K	Buy	5,858 +250	+4%	+$7.09K	0.04%	232
2019 Q3	$158K	Hold	5,608	–	–	0.04%	234
2019 Q2	$151K	Sell	5,608 -250	-4%	-$6.27K	0.03%	256
2019 Q1	$145K	Buy	+5,858	New	+$146K	0.03%	259
2018 Q4	–	Sell	-1,365	Closed	-$31K	–	1018
2018 Q3	$31K	Hold	1,365	–	–	0.02%	355
2018 Q2	$33K	Hold	1,365	–	–	0.02%	360
2018 Q1	$35K	Hold	1,365	–	–	0.02%	351
2017 Q4	$34K	Hold	1,365	–	–	0.02%	351
2017 Q3	$34K	Buy	+1,365	New	+$33.6K	0.02%	346
2014 Q4	–	Sell	-4,095	Closed	-$96K	–	1315
2014 Q3	$96K	Hold	4,095	–	–	0.06%	176
2014 Q2	$105K	Hold	4,095	–	–	0.06%	167
2014 Q1	$102K	Buy	+4,095	New	+$103K	0.06%	164
2013 Q4	–	Sell	-9,200	Closed	-$237K	–	1242
2013 Q3	$237K	Hold	9,200	–	–	0.15%	110
2013 Q2	$221K	Buy	+9,200	New	+$253K	0.15%	107

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

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

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

Enterprise Financial Services Corp (EFSC)'s IAU Position: Q4 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of iShares Gold Trust (IAU) in Q4 2020, closing a stake of 5,558 shares — an estimated $200K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IAU in Q2 2013 and held it in 17 quarters. The position peaked at $237K in Q3 2013. 969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining iShares Gold Trust position as of Q4 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 5,558 iShares Gold Trust shares in Q4 2020, an estimated $200K.
Enterprise Financial Services Corp (EFSC) first reported a position in iShares Gold Trust in Q2 2013 and held it in 17 quarters.
Enterprise Financial Services Corp (EFSC)'s iShares Gold Trust position peaked at $237K in Q3 2013.
969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2020, filed 12 Feb 2021.