Hochman Cole Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Hochman Cole Investment 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
2021 Q3	–	Sell	-10,150	Closed	-$342K	–	131
2021 Q2	$342K	Hold	10,150	–	–	0.14%	93
2021 Q1	$330K	Sell	10,150 -2,460	-20%	-$84.1K	0.14%	95
2020 Q4	$457K	Buy	12,610 +5,685	+82%	+$203K	0.2%	78
2020 Q3	$249K	Buy	+6,925	New	+$253K	0.12%	100
2019 Q2	–	Sell	-21,868	Closed	-$541K	–	113
2019 Q1	$541K	Buy	21,868 +4,055	+23%	+$101K	0.32%	62
2018 Q4	$438K	Buy	17,813 +689	+4%	+$16.2K	0.3%	66
2018 Q3	$391K	Buy	17,124 +3,200	+23%	+$74.4K	0.24%	64
2018 Q2	$335K	Sell	13,924 -876	-6%	-$22K	0.22%	67
2018 Q1	$377K	Buy	14,800 +1,000	+7%	+$25.5K	0.26%	63
2017 Q4	$345K	Buy	13,800 +4,900	+55%	+$120K	0.22%	70
2017 Q3	$219K	Buy	+8,900	New	+$219K	0.14%	89

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

PCA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hochman Cole Investment Advisors's IAU Position: Q3 2021 in Review

Hochman Cole Investment Advisors sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 10,150 shares — an estimated $342K sold.

Hochman Cole Investment Advisors first reported a position in IAU in Q3 2017 and held it in 11 quarters. The position peaked at $541K in Q1 2019. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

Hochman Cole Investment Advisors reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
Hochman Cole Investment Advisors sold 10,150 iShares Gold Trust shares in Q3 2021, an estimated $342K.
Hochman Cole Investment Advisors first reported a position in iShares Gold Trust in Q3 2017 and held it in 11 quarters.
Hochman Cole Investment Advisors's iShares Gold Trust position peaked at $541K in Q1 2019.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.