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Juncture Wealth Strategies’s iShares Gold Trust IAU Stock Holding History

Juncture Wealth Strategies’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
-9,104
Closed -$330K – 114
2020
Q4 		$330K Sell
9,104
-502
-5% -$18K 0.21% 90
2020
Q3 		$346K Sell
9,606
-545
-5% -$19.9K 0.24% 88
2020
Q2 		$345K Sell
10,151
-1,099
-10% -$36K 0.26% 83
2020
Q1 		$339K Sell
11,250
-1,265
-10% -$38.2K 0.31% 71
2019
Q4 		$363K Sell
12,515
-1,277
-9% -$36.2K 0.28% 80
2019
Q3 		$389K Sell
13,792
-4,949
-26% -$140K 0.34% 75
2019
Q2 		$506K Sell
18,741
-1,412
-7% -$35.4K 0.41% 64
2019
Q1 		$499K Buy
20,153
+10,995
+120% +$275K 0.39% 72
2018
Q4 		$225K Buy
9,158
+1,260
+16% +$29.7K 0.15% 96
2018
Q3 		$181K Sell
7,898
-2,292
-22% -$53.3K 0.09% 108
2018
Q2 		$245K Buy
10,190
+9
+0.1% +$226 0.13% 99
2018
Q1 		$259K Sell
10,181
-29
-0.3% -$740 0.14% 83
2017
Q4 		$255K Sell
10,210
-1,288
-11% -$31.6K 0.14% 81
2017
Q3 		$283K Buy
11,498
+1,560
+16% +$38.4K 0.16% 77
2017
Q2 		$237K Sell
9,938
-613
-6% -$14.8K 0.14% 79
2017
Q1 		$253K Sell
10,551
-37,201
-78% -$874K 0.16% 77
2016
Q4 		$1.06M Sell
47,752
-11,831
-20% -$277K 0.73% 40
2016
Q3 		$1.51M Sell
59,583
-4,768
-7% -$123K 1.02% 29
2016
Q2 		$1.64M Buy
64,351
+36,091
+128% +$877K 1.17% 27
2016
Q1 		$671K Buy
+28,260
New +$646K 0.5% 52

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

Juncture Wealth Strategies's IAU Position: Q1 2021 in Review

Juncture Wealth Strategies sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 9,104 shares — an estimated $330K sold.

Juncture Wealth Strategies first reported a position in IAU in Q1 2016 and held it in 20 quarters. The position peaked at $1.64M in Q2 2016. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

  • Juncture Wealth Strategies reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 9,104 iShares Gold Trust shares in Q1 2021, an estimated $330K.
  • Juncture Wealth Strategies first reported a position in iShares Gold Trust in Q1 2016 and held it in 20 quarters.
  • Juncture Wealth Strategies's iShares Gold Trust position peaked at $1.64M in Q2 2016.
  • 952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Juncture Wealth Strategies's 13F filing for Q1 2021, filed 15 Apr 2021.