Gruss & Co’s iShares Gold Trust IAU Stock Holding History

Gruss & Co’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 Q1	–	Sell	-10,000	Closed	-$363K	–	26
2020 Q4	$363K	Sell	10,000 -15,000	-60%	-$537K	1.39%	18
2020 Q3	$900K	Sell	25,000 -95,000	-79%	-$3.47M	0.24%	7
2020 Q2	$4.08M	Sell	120,000 -5,000	-4%	-$164K	7.83%	4
2020 Q1	$3.77M	Sell	125,000 -100,000	-44%	-$3.02M	7.02%	4
2019 Q4	$6.53M	Sell	225,000 -100,000	-31%	-$2.84M	7.97%	4
2019 Q3	$9.16M	Buy	325,000 +100,000	+44%	+$2.82M	11.15%	2
2019 Q2	$6.08M	Buy	225,000 +25,000	+13%	+$627K	6.58%	4
2019 Q1	$4.95M	Buy	+200,000	New	+$5M	5.18%	8
2013 Q3	–	Sell	-50,000	Closed	-$1.2M	–	60
2013 Q2	$1.2M	Buy	+50,000	New	+$1.38M	1.52%	25

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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return