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Gofen & Glossberg’s iShares Gold Trust IAU Stock Holding History

Gofen & Glossberg’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
Q1 		– Sell
-6,561
Closed -$228K – 628
2021
Q4 		$228K Hold
6,561
– – ﹤0.01% 528
2021
Q3 		$219K Sell
6,561
-1,031
-14% -$35.1K 0.01% 530
2021
Q2 		$256K Buy
7,592
+847
+13% +$29.3K 0.01% 478
2021
Q1 		$219K Buy
6,745
+630
+10% +$21.5K 0.01% 495
2020
Q4 		$222K Buy
+6,115
New +$219K 0.01% 461

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

Gofen & Glossberg's IAU Position: Q1 2022 in Review

Gofen & Glossberg sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 6,561 shares — an estimated $228K sold.

Gofen & Glossberg first reported a position in IAU in Q4 2020 and held it in 5 quarters. The position peaked at $256K in Q2 2021. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • Gofen & Glossberg reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 6,561 iShares Gold Trust shares in Q1 2022, an estimated $228K.
  • Gofen & Glossberg first reported a position in iShares Gold Trust in Q4 2020 and held it in 5 quarters.
  • Gofen & Glossberg's iShares Gold Trust position peaked at $256K in Q2 2021.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Gofen & Glossberg's 13F filing for Q1 2022, filed 14 Apr 2022.