Ford Financial Group’s iShares Gold Trust IAU Stock Holding History

Ford Financial Group’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
2023 Q1	–	Sell	-7,132	Closed	-$247K	–	43
2022 Q4	$247K	Sell	7,132 -310	-4%	-$10.2K	0.1%	104
2022 Q3	$234K	Sell	7,442 -19,438	-72%	-$637K	0.1%	104
2022 Q2	$922K	Buy	+26,880	New	+$956K	0.38%	54
2022 Q1	–	Sell	-57,993	Closed	-$2.02K	–	280
2021 Q4	$2.02K	Sell	57,993 -67	-0.1%	-$2.29K	0.4%	31
2021 Q3	$1.94M	Buy	58,060 +3,290	+6%	+$112K	0.75%	32
2021 Q2	$1.85M	Buy	54,770 +3,101	+6%	+$107K	0.69%	31
2021 Q1	$1.68M	Buy	51,669 +2,426	+5%	+$82.9K	0.72%	30
2020 Q4	$1.78M	Buy	49,243 +1,165	+2%	+$41.7K	0.84%	26
2020 Q3	$1.73M	Buy	48,078 +16,307	+51%	+$595K	0.94%	24
2020 Q2	$1.08M	Buy	+31,771	New	+$1.04M	0.6%	29

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ford Financial Group's IAU Position: Q1 2023 in Review

Ford Financial Group sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 7,132 shares — an estimated $247K sold.

Ford Financial Group first reported a position in IAU in Q2 2020 and held it in 10 quarters. The position peaked at $1.94M in Q3 2021. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

Ford Financial Group reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 7,132 iShares Gold Trust shares in Q1 2023, an estimated $247K.
Ford Financial Group first reported a position in iShares Gold Trust in Q2 2020 and held it in 10 quarters.
Ford Financial Group's iShares Gold Trust position peaked at $1.94M in Q3 2021.
1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.