FourThought Financial’s iShares Gold Trust IAU Stock Holding History

FourThought Financial’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	-27	Closed	-$1K	–	1505
2022 Q1	$1K	Hold	27	–	–	﹤0.01%	1399
2021 Q4	$1K	Sell	27 -26	-49%	-$889	﹤0.01%	1434
2021 Q3	$1K	Buy	+53	New	+$1.81K	﹤0.01%	1455
2021 Q1	–	Sell	-2,500	Closed	-$90K	–	1536
2020 Q4	$90K	Buy	+2,500	New	+$89.5K	0.01%	508

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

FourThought Financial's IAU Position: Q2 2022 in Review

FourThought Financial sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 27 shares — an estimated $1K sold.

FourThought Financial first reported a position in IAU in Q4 2020 and held it in 4 quarters. The position peaked at $90K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

FourThought Financial reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
FourThought Financial sold 27 iShares Gold Trust shares in Q2 2022, an estimated $1K.
FourThought Financial first reported a position in iShares Gold Trust in Q4 2020 and held it in 4 quarters.
FourThought Financial's iShares Gold Trust position peaked at $90K in Q4 2020.
1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on FourThought Financial's 13F filing for Q2 2022, filed 12 Aug 2022.