Institutional & Family Asset Management’s iShares Gold Trust IAU Stock Holding History

Institutional & Family Asset 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 Q1	–	Sell	-121	Closed	-$4K	–	954
2020 Q4	$4K	Buy	121 +30	+33%	+$1.07K	﹤0.01%	673
2020 Q3	$3K	Hold	91	–	–	﹤0.01%	647
2020 Q2	$3K	Buy	+91	New	+$2.98K	﹤0.01%	642
2018 Q4	–	Sell	-125	Closed	-$3K	–	851
2018 Q3	$3K	Hold	125	–	–	﹤0.01%	681
2018 Q2	$3K	Hold	125	–	–	﹤0.01%	671
2018 Q1	$3K	Buy	+125	New	+$3.19K	﹤0.01%	665

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's IAU Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 121 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in IAU in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q4 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

Institutional & Family Asset Management reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 121 iShares Gold Trust shares in Q1 2021, an estimated $4K.
Institutional & Family Asset Management first reported a position in iShares Gold Trust in Q1 2018 and held it in 6 quarters.
Institutional & Family Asset Management's iShares Gold Trust position peaked at $4K in Q4 2020.
952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.