FWM
IAU icon

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

Frontier Wealth 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
2021
Q2 		– Sell
-20,900
Closed -$680K – 426
2021
Q1 		$680K Buy
20,900
+6,740
+48% +$230K 0.05% 207
2020
Q4 		$513K Buy
14,160
+4,431
+46% +$159K 0.04% 228
2020
Q3 		$350K Sell
9,729
-6
-0.1% -$219 0.03% 264
2020
Q2 		$331K Buy
+9,735
New +$319K 0.03% 265

Other funds holding IAU

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Frontier Wealth Management's IAU Position: Q2 2021 in Review

Frontier Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 20,900 shares — an estimated $680K sold.

Frontier Wealth Management first reported a position in IAU in Q2 2020 and held it in 4 quarters. The position peaked at $680K in Q1 2021. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • Frontier Wealth Management reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Frontier Wealth Management sold 20,900 iShares Gold Trust shares in Q2 2021, an estimated $680K.
  • Frontier Wealth Management first reported a position in iShares Gold Trust in Q2 2020 and held it in 4 quarters.
  • Frontier Wealth Management's iShares Gold Trust position peaked at $680K in Q1 2021.
  • 874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Frontier Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.