JWBC
IAU icon

John W. Brooker & Co’s iShares Gold Trust IAU Stock Holding History

John W. Brooker & Co’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
-271
Closed -$9K – 195
2021
Q1 		$9K Hold
271
– – 0.01% 128
2020
Q4 		$10K Hold
271
– – 0.01% 120
2020
Q3 		$10K Buy
+271
New +$9.9K 0.01% 115

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

John W. Brooker & Co's IAU Position: Q2 2021 in Review

John W. Brooker & Co sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 271 shares — an estimated $9K sold.

John W. Brooker & Co first reported a position in IAU in Q3 2020 and held it in 3 quarters. The position peaked at $10K in Q4 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • John W. Brooker & Co reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
  • John W. Brooker & Co sold 271 iShares Gold Trust shares in Q2 2021, an estimated $9K.
  • John W. Brooker & Co first reported a position in iShares Gold Trust in Q3 2020 and held it in 3 quarters.
  • John W. Brooker & Co's iShares Gold Trust position peaked at $10K in Q4 2020.
  • 874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on John W. Brooker & Co's 13F filing for Q2 2021, filed 9 Jul 2021.