Institute for Wealth Management’s iShares Gold Trust IAU Stock Holding History

Institute for Wealth 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 Q2	–	Sell	-5,364	Closed	-$174K	–	494
2021 Q1	$174K	Sell	5,364 -5,562	-51%	-$190K	0.03%	452
2020 Q4	$396K	Buy	10,926 +415	+4%	+$14.9K	0.08%	299
2020 Q3	$378K	Hold	10,511	–	–	0.09%	275
2020 Q2	$357K	Buy	10,511 +2,282	+28%	+$74.8K	0.09%	296
2020 Q1	$248K	Sell	8,229 -525	-6%	-$15.9K	0.08%	319
2019 Q4	$254K	Sell	8,754 -240	-3%	-$6.81K	0.06%	379
2019 Q3	$254K	Buy	8,994 +5	+0.1%	+$141	0.06%	356
2019 Q2	$243K	Buy	+8,989	New	+$225K	0.05%	397
2018 Q4	–	Sell	-9,065	Closed	-$205K	–	297
2018 Q3	$205K	Sell	9,065 -700	-7%	-$16.3K	0.07%	202
2018 Q2	$234K	Buy	9,765 +21	+0.2%	+$527	0.07%	206
2018 Q1	$250K	Buy	+9,744	New	+$249K	0.07%	243
2013 Q3	–	Sell	-450	Closed	-$11K	–	85
2013 Q2	$11K	Buy	+450	New	+$12.4K	0.01%	84

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

Institute for Wealth Management's IAU Position: Q2 2021 in Review

Institute for Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 5,364 shares — an estimated $174K sold.

Institute for Wealth Management first reported a position in IAU in Q2 2013 and held it in 12 quarters. The position peaked at $396K in Q4 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

Institute for Wealth Management reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
Institute for Wealth Management sold 5,364 iShares Gold Trust shares in Q2 2021, an estimated $174K.
Institute for Wealth Management first reported a position in iShares Gold Trust in Q2 2013 and held it in 12 quarters.
Institute for Wealth Management's iShares Gold Trust position peaked at $396K in Q4 2020.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Institute for Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.