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

Hoover 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
2021 Q2	$47K	Sell	1,400 -300	-18%	-$10.4K	0.01%	284
2021 Q1	$60K	Hold	1,700	–	–	0.01%	251
2020 Q4	$60K	Buy	+1,700	New	+$60.8K	0.02%	226
2020 Q3	–	Sell	-1,500	Closed	-$51K	–	321
2020 Q2	$51K	Buy	+1,500	New	+$49.2K	0.02%	189

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

Hoover Financial Advisors's IAU Position: Q2 2021 in Review

Hoover Financial Advisors reduced its iShares Gold Trust (IAU) stake by 18% in Q2 2021, selling an estimated $10.4K and leaving 1,400 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #284.

Hoover Financial Advisors first reported a position in IAU in Q2 2020 and has held it in 4 quarters since. The position peaked at $60K in Q1 2021. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

Hoover Financial Advisors held 1,400 shares of iShares Gold Trust worth $47K as of Q2 2021.
Hoover Financial Advisors sold 300 iShares Gold Trust shares in Q2 2021, an estimated $10.4K.
iShares Gold Trust made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #284 holding.
Hoover Financial Advisors first reported a position in iShares Gold Trust in Q2 2020 and has held it in 4 quarters since.
Hoover Financial Advisors's iShares Gold Trust position peaked at $60K in Q1 2021.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.