Frontier Investment Management’s iShares Gold Trust IAU Stock Holding History

Frontier Investment Management’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
2020 Q2	$261K	Buy	7,677 +628	+9%	+$20.6K	0.02%	228
2020 Q1	$212K	Sell	7,049 -4,597	-39%	-$139K	0.02%	229
2019 Q4	$338K	Buy	11,646 +6,384	+121%	+$181K	0.02%	233
2019 Q3	$148K	Sell	5,262 -4,403	-46%	-$124K	0.01%	278
2019 Q2	$261K	Buy	9,665 +4,437	+85%	+$111K	0.02%	213
2019 Q1	$129K	Sell	5,228 -1,985	-28%	-$49.6K	0.01%	243
2018 Q4	$177K	Buy	7,213 +2,193	+44%	+$51.6K	0.01%	230
2018 Q3	$115K	Buy	+5,020	New	+$117K	0.01%	249
2018 Q2	–	Sell	-5,987	Closed	-$152K	–	248
2018 Q1	$152K	Buy	5,987 +895	+18%	+$22.9K	0.01%	208
2017 Q4	$127K	Sell	5,092 -324	-6%	-$7.95K	0.01%	218
2017 Q3	$133K	Buy	5,416 +324	+6%	+$7.97K	0.01%	212
2017 Q2	$122K	Hold	5,092	–	–	0.01%	211
2017 Q1	$122K	Sell	5,092 -3,308	-39%	-$77.7K	0.01%	185
2016 Q4	$165K	Buy	8,400 +920	+12%	+$21.6K	0.02%	186
2016 Q3	$1.29M	Buy	+7,480	New	+$192K	0.01%	186

Other funds holding IAU

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Frontier Investment Management's IAU Position: Q2 2020 in Review

Frontier Investment Management increased its iShares Gold Trust (IAU) stake by 8.9% in Q2 2020, buying an estimated $20.6K and bringing the position to 7,677 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #228.

Frontier Investment Management first reported a position in IAU in Q3 2016 and has held it in 15 quarters since. The position peaked at $1.29M in Q3 2016. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

Frontier Investment Management held 7,677 shares of iShares Gold Trust worth $261K as of Q2 2020.
Frontier Investment Management bought 628 iShares Gold Trust shares in Q2 2020, an estimated $20.6K.
iShares Gold Trust made up 0.02% of Frontier Investment Management's portfolio in Q2 2020, its #228 holding.
Frontier Investment Management first reported a position in iShares Gold Trust in Q3 2016 and has held it in 15 quarters since.
Frontier Investment Management's iShares Gold Trust position peaked at $1.29M in Q3 2016.
835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.