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HC Financial Advisors’s iShares Gold Trust IAU Stock Holding History

HC Financial Advisors’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
-892
Closed -$33K – 343
2022
Q1 		$33K Hold
892
– – 0.02% 159
2021
Q4 		$31K Hold
892
– – 0.02% 173
2021
Q3 		$30K Buy
+892
New +$30.4K 0.02% 162
2021
Q1 		– Sell
-143
Closed -$5K – 351
2020
Q4 		$5K Buy
+143
New +$5.12K ﹤0.01% 299

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

HC Financial Advisors's IAU Position: Q2 2022 in Review

HC Financial Advisors sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 892 shares — an estimated $33K sold.

HC Financial Advisors first reported a position in IAU in Q4 2020 and held it in 4 quarters. The position peaked at $33K in Q1 2022. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

  • HC Financial Advisors reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
  • HC Financial Advisors sold 892 iShares Gold Trust shares in Q2 2022, an estimated $33K.
  • HC Financial Advisors first reported a position in iShares Gold Trust in Q4 2020 and held it in 4 quarters.
  • HC Financial Advisors's iShares Gold Trust position peaked at $33K in Q1 2022.
  • 1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.