IAM Advisory’s iShares Gold Trust IAU Stock Holding History

IAM Advisory’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	-87,161	Closed	-$2.94M	–	82
2021 Q2	$2.94M	Buy	+87,161	New	+$3.01M	0.39%	24

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

IAM Advisory's IAU Position: Q3 2021 in Review

IAM Advisory sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 87,161 shares — an estimated $2.94M sold.

IAM Advisory first reported a position in IAU in Q2 2021 and held it in 1 quarter. The position peaked at $2.94M in Q2 2021. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

IAM Advisory reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
IAM Advisory sold 87,161 iShares Gold Trust shares in Q3 2021, an estimated $2.94M.
IAM Advisory first reported a position in iShares Gold Trust in Q2 2021 and held it in 1 quarter.
IAM Advisory's iShares Gold Trust position peaked at $2.94M in Q2 2021.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.