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Fortitude Advisory Group’s iShares Gold Trust IAU Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-430
Closed -$16K – 679
2022
Q1 		$16K Sell
430
-98
-19% -$3.5K 0.01% 902
2021
Q4 		$18K Buy
+528
New +$18K 0.01% 871

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

Fortitude Advisory Group's IAU Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 430 shares — an estimated $16K sold.

Fortitude Advisory Group first reported a position in IAU in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 430 iShares Gold Trust shares in Q2 2022, an estimated $16K.
  • Fortitude Advisory Group first reported a position in iShares Gold Trust in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares Gold Trust position peaked at $18K in Q4 2021.
  • 1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.