HawsGoodwin Investment Management’s iShares Gold Trust IAU Stock Holding History

HawsGoodwin Investment Management’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 Q4	$19.2M	Buy	551,828 +32,862	+6%	+$1.12M	5.6%	3
2021 Q3	$17.3M	Buy	518,966 +39,064	+8%	+$1.33M	5.26%	3
2021 Q2	$16.2M	Buy	479,902 +472,740	+6,601%	+$16.3M	4.98%	4
2021 Q1	$233K	Sell	7,162 -825	-10%	-$28.2K	0.07%	83
2020 Q4	$290K	Sell	7,987 -199	-2%	-$7.12K	0.09%	76
2020 Q3	$295K	Buy	8,186 +790	+11%	+$28.8K	0.1%	68
2020 Q2	$251K	Sell	7,396 -78,782	-91%	-$2.58M	0.1%	71
2020 Q1	$2.6M	Sell	86,178 -68,586	-44%	-$2.07M	1.31%	22
2019 Q4	$4.49M	Buy	+154,764	New	+$4.39M	2.34%	11

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

HawsGoodwin Investment Management's IAU Position: Q4 2021 in Review

HawsGoodwin Investment Management increased its iShares Gold Trust (IAU) stake by 6.3% in Q4 2021, buying an estimated $1.12M and bringing the position to 551,828 shares worth $19.2M. The position accounts for 5.6% of the portfolio, ranked #3.

HawsGoodwin Investment Management first reported a position in IAU in Q4 2019 and has held it in 9 quarters since. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

HawsGoodwin Investment Management held 551,828 shares of iShares Gold Trust worth $19.2M as of Q4 2021.
HawsGoodwin Investment Management bought 32,862 iShares Gold Trust shares in Q4 2021, an estimated $1.12M.
iShares Gold Trust made up 5.6% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #3 holding.
HawsGoodwin Investment Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 9 quarters since.
982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.