IronBridge Private Wealth’s iShares Gold Trust IAU Stock Holding History

IronBridge Private Wealth’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 Q4	–	Sell	-21	Closed	-$1K	–	314
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	258
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	262
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	263
2020 Q4	$1K	Buy	+21	New	+$752	﹤0.01%	238

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

IronBridge Private Wealth's IAU Position: Q4 2021 in Review

IronBridge Private Wealth sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 21 shares — an estimated $1K sold.

IronBridge Private Wealth first reported a position in IAU in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

IronBridge Private Wealth reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
IronBridge Private Wealth sold 21 iShares Gold Trust shares in Q4 2021, an estimated $1K.
IronBridge Private Wealth first reported a position in iShares Gold Trust in Q4 2020 and held it in 4 quarters.
IronBridge Private Wealth's iShares Gold Trust position peaked at $1K in Q3 2021.
982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on IronBridge Private Wealth's 13F filing for Q4 2021, filed 17 Feb 2022.