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Forbes Financial Planning’s iShares Gold Trust IAU Stock Holding History

Forbes Financial 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
2022
Q1 		– Sell
-17,555
Closed -$614K – 35
2021
Q4 		$614K Buy
+17,555
New +$600K 0.61% 27

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Forbes Financial Planning's IAU Position: Q1 2022 in Review

Forbes Financial Planning sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 17,555 shares — an estimated $614K sold.

Forbes Financial Planning first reported a position in IAU in Q4 2021 and held it in 1 quarter. The position peaked at $614K in Q4 2021. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • Forbes Financial Planning reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
  • Forbes Financial Planning sold 17,555 iShares Gold Trust shares in Q1 2022, an estimated $614K.
  • Forbes Financial Planning first reported a position in iShares Gold Trust in Q4 2021 and held it in 1 quarter.
  • Forbes Financial Planning's iShares Gold Trust position peaked at $614K in Q4 2021.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Forbes Financial Planning's 13F filing for Q1 2022, filed 13 May 2022.