Global Wealth Management Investment Advisory’s iShares Gold Trust IAU Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-50	Closed	-$1K	–	626
2019 Q4	$1K	Buy	+50	New	+$1.42K	﹤0.01%	557
2019 Q1	–	Sell	-192	Closed	-$5K	–	714
2018 Q4	$5K	Buy	+192	New	+$4.52K	﹤0.01%	483

Other funds holding IAU

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PCA

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

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

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

Global Wealth Management Investment Advisory's IAU Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares Gold Trust (IAU) in Q1 2020, closing a stake of 50 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in IAU in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

Global Wealth Management Investment Advisory reported no remaining iShares Gold Trust position as of Q1 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 50 iShares Gold Trust shares in Q1 2020, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in iShares Gold Trust in Q4 2018 and held it in 2 quarters.
Global Wealth Management Investment Advisory's iShares Gold Trust position peaked at $5K in Q4 2018.
779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.