JFA
IAU icon

Johanson Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Johanson Financial Advisors’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
2020
Q1 		– Sell
-44,827
Closed -$6.18M – 158
2019
Q4 		$6.18M Buy
+44,827
New +$1.27M 0.29% 55

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Johanson Financial Advisors's IAU Position: Q1 2020 in Review

Johanson Financial Advisors sold out of iShares Gold Trust (IAU) in Q1 2020, closing a stake of 44,827 shares — an estimated $6.18M sold.

Johanson Financial Advisors first reported a position in IAU in Q4 2019 and held it in 1 quarter. The position peaked at $6.18M in Q4 2019. 779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

  • Johanson Financial Advisors reported no remaining iShares Gold Trust position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 44,827 iShares Gold Trust shares in Q1 2020, an estimated $6.18M.
  • Johanson Financial Advisors first reported a position in iShares Gold Trust in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's iShares Gold Trust position peaked at $6.18M in Q4 2019.
  • 779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.