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Fiduciary Planning’s iShares Gold Trust IAU Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-2,479
Closed -$81K – 149
2021
Q1 		$81K Buy
2,479
+867
+54% +$29.6K 0.12% 58
2020
Q4 		$58K Buy
+1,612
New +$57.7K 0.08% 74

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
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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Planning's IAU Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 2,479 shares — an estimated $81K sold.

Fiduciary Planning first reported a position in IAU in Q4 2020 and held it in 2 quarters. The position peaked at $81K in Q1 2021. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 2,479 iShares Gold Trust shares in Q2 2021, an estimated $81K.
  • Fiduciary Planning first reported a position in iShares Gold Trust in Q4 2020 and held it in 2 quarters.
  • Fiduciary Planning's iShares Gold Trust position peaked at $81K in Q1 2021.
  • 874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.