Essex Private Wealth Management’s iShares Gold Trust IAU Stock Holding History

Essex Private 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
2022 Q1	–	Sell	-7,571	Closed	-$264K	–	46
2021 Q4	$264K	Sell	7,571 -190	-2%	-$6.49K	0.22%	53
2021 Q3	$259K	Buy	+7,761	New	+$264K	0.24%	60
2021 Q2	–	Sell	-7,763	Closed	-$252K	–	66
2021 Q1	$252K	Sell	7,763 -50	-0.6%	-$1.71K	0.24%	57
2020 Q4	$283K	Buy	7,813 +1,649	+27%	+$59K	0.28%	55
2020 Q3	$221K	Buy	+6,164	New	+$225K	0.23%	58

Other funds holding IAU

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

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

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

PCA

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Essex Private Wealth Management's IAU Position: Q1 2022 in Review

Essex Private Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 7,571 shares — an estimated $264K sold.

Essex Private Wealth Management first reported a position in IAU in Q3 2020 and held it in 5 quarters. The position peaked at $283K in Q4 2020. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

Essex Private Wealth Management reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 7,571 iShares Gold Trust shares in Q1 2022, an estimated $264K.
Essex Private Wealth Management first reported a position in iShares Gold Trust in Q3 2020 and held it in 5 quarters.
Essex Private Wealth Management's iShares Gold Trust position peaked at $283K in Q4 2020.
963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.