Harel Insurance Investments & Financial Services’s iShares Gold Trust IAU Stock Holding History

Harel Insurance Investments & 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
2022 Q2	–	Sell	-650	Closed	-$24K	–	753
2022 Q1	$24K	Buy	+650	New	+$23.2K	﹤0.01%	618
2021 Q3	–	Sell	-650	Closed	-$22K	–	733
2021 Q2	$22K	Buy	+650	New	+$22.5K	﹤0.01%	731
2021 Q1	–	Sell	-8,650	Closed	-$296K	–	693
2020 Q4	$946K	Sell	8,650 -9,000	-51%	-$322K	0.02%	288
2020 Q3	$635K	Buy	17,650 +17,000	+2,615%	+$621K	0.02%	164
2020 Q2	$22K	Hold	650	–	–	﹤0.01%	449
2020 Q1	$20K	Hold	650	–	–	﹤0.01%	347
2019 Q4	$19K	Hold	650	–	–	﹤0.01%	415
2019 Q3	$19K	Hold	650	–	–	﹤0.01%	391
2019 Q2	$18K	Sell	650 -14,350	-96%	-$360K	﹤0.01%	388
2019 Q1	$371K	Buy	+15,000	New	+$375K	0.02%	89
2018 Q2	–	Sell	-650	Closed	-$16.3K	–	408
2018 Q1	$17K	Buy	+650	New	+$16.6K	﹤0.01%	398

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's IAU Position: Q2 2022 in Review

Harel Insurance Investments & Financial Services sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 650 shares — an estimated $24K sold.

Harel Insurance Investments & Financial Services first reported a position in IAU in Q1 2018 and held it in 11 quarters. The position peaked at $946K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

Harel Insurance Investments & Financial Services reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 650 iShares Gold Trust shares in Q2 2022, an estimated $24K.
Harel Insurance Investments & Financial Services first reported a position in iShares Gold Trust in Q1 2018 and held it in 11 quarters.
Harel Insurance Investments & Financial Services's iShares Gold Trust position peaked at $946K in Q4 2020.
1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.