Filbrandt Wealth Management’s iShares Gold Trust IAU Stock Holding History

Filbrandt 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
2021 Q3	–	Sell	-74	Closed	-$2K	–	246
2021 Q2	$2K	Buy	74 +46	+164%	+$1.59K	﹤0.01%	163
2021 Q1	$1K	Sell	28 -391	-93%	-$13.4K	﹤0.01%	169
2020 Q4	$15K	Buy	+419	New	+$15K	0.01%	125
2020 Q2	–	Sell	-130	Closed	-$4K	–	421
2020 Q1	$4K	Buy	+130	New	+$3.93K	﹤0.01%	155

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Filbrandt Wealth Management's IAU Position: Q3 2021 in Review

Filbrandt Wealth Management sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 74 shares — an estimated $2K sold.

Filbrandt Wealth Management first reported a position in IAU in Q1 2020 and held it in 4 quarters. The position peaked at $15K in Q4 2020. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

Filbrandt Wealth Management reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
Filbrandt Wealth Management sold 74 iShares Gold Trust shares in Q3 2021, an estimated $2K.
Filbrandt Wealth Management first reported a position in iShares Gold Trust in Q1 2020 and held it in 4 quarters.
Filbrandt Wealth Management's iShares Gold Trust position peaked at $15K in Q4 2020.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.