Hantz Financial Services’s iShares Gold Trust IAU Stock Holding History

Hantz Financial Services’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	-4,260	Closed	-$139K	–	826
2021 Q1	$139K	Buy	4,260 +19	+0.4%	+$649	0.01%	469
2020 Q4	$154K	Sell	4,241 -1,250	-23%	-$44.7K	0.01%	422
2020 Q3	$198K	Hold	5,491	–	–	0.01%	377
2020 Q2	$187K	Sell	5,491 -42	-0.8%	-$1.38K	0.01%	372
2020 Q1	$167K	Buy	+5,533	New	+$167K	0.01%	365

Other funds holding IAU

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

CSIA

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

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

Hantz Financial Services's IAU Position: Q2 2021 in Review

Hantz Financial Services sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 4,260 shares — an estimated $139K sold.

Hantz Financial Services first reported a position in IAU in Q1 2020 and held it in 5 quarters. The position peaked at $198K in Q3 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

Hantz Financial Services reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
Hantz Financial Services sold 4,260 iShares Gold Trust shares in Q2 2021, an estimated $139K.
Hantz Financial Services first reported a position in iShares Gold Trust in Q1 2020 and held it in 5 quarters.
Hantz Financial Services's iShares Gold Trust position peaked at $198K in Q3 2020.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Hantz Financial Services's 13F filing for Q2 2021, filed 1 Sep 2022.