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Freedman Financial Associates’s iShares Gold Trust IAU Stock Holding History

Freedman Financial Associates’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
-145
Closed -$5K – 181
2022
Q1 		$5K Buy
+145
New +$5.18K ﹤0.01% 412

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

Freedman Financial Associates's IAU Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 145 shares — an estimated $5K sold.

Freedman Financial Associates first reported a position in IAU in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

  • Freedman Financial Associates reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 145 iShares Gold Trust shares in Q2 2022, an estimated $5K.
  • Freedman Financial Associates first reported a position in iShares Gold Trust in Q1 2022 and held it in 1 quarter.
  • Freedman Financial Associates's iShares Gold Trust position peaked at $5K in Q1 2022.
  • 1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.