First National Bank of South Miami’s iShares Gold Trust IAU Stock Holding History

First National Bank of South Miami’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	-416	Closed	-$14K	–	350
2021 Q4	$14K	Hold	416	–	–	0.01%	287
2021 Q3	$14K	Hold	416	–	–	0.01%	266
2021 Q2	$14K	Hold	416	–	–	0.01%	263
2021 Q1	$14K	Hold	416	–	–	0.01%	248
2020 Q4	$15K	Buy	+416	New	+$14.9K	0.01%	227

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

First National Bank of South Miami's IAU Position: Q1 2022 in Review

First National Bank of South Miami sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 416 shares — an estimated $14K sold.

First National Bank of South Miami first reported a position in IAU in Q4 2020 and held it in 5 quarters. The position peaked at $15K in Q4 2020. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

First National Bank of South Miami reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
First National Bank of South Miami sold 416 iShares Gold Trust shares in Q1 2022, an estimated $14K.
First National Bank of South Miami first reported a position in iShares Gold Trust in Q4 2020 and held it in 5 quarters.
First National Bank of South Miami's iShares Gold Trust position peaked at $15K in Q4 2020.
963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on First National Bank of South Miami's 13F filing for Q1 2022, filed 8 Apr 2022.