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JMG Financial Group’s iShares Gold Trust IAU Stock Holding History

JMG Financial Group’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
-5,000
Closed -$181K – 86
2020
Q4 		$181K Buy
+5,000
New +$179K 0.01% 79
2013
Q4 		– Sell
-23,795
Closed -$613K – 53
2013
Q3 		$613K Hold
23,795
– – 0.2% 34
2013
Q2 		$571K Buy
+23,795
New +$655K 0.19% 35

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JMG Financial Group's IAU Position: Q1 2021 in Review

JMG Financial Group sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 5,000 shares — an estimated $181K sold.

JMG Financial Group first reported a position in IAU in Q2 2013 and held it in 3 quarters. The position peaked at $613K in Q3 2013. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

  • JMG Financial Group reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
  • JMG Financial Group sold 5,000 iShares Gold Trust shares in Q1 2021, an estimated $181K.
  • JMG Financial Group first reported a position in iShares Gold Trust in Q2 2013 and held it in 3 quarters.
  • JMG Financial Group's iShares Gold Trust position peaked at $613K in Q3 2013.
  • 952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on JMG Financial Group's 13F filing for Q1 2021, filed 5 May 2021.