Kings Point Capital Management’s iShares Gold Trust IAU Stock Holding History

Kings Point Capital Management’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
2022 Q1	–	Sell	-3,064	Closed	-$107K	–	610
2021 Q4	$107K	Buy	+3,064	New	+$105K	0.01%	288
2015 Q2	–	Sell	-517	Closed	-$12K	–	366
2015 Q1	$12K	Hold	517	–	–	﹤0.01%	345
2014 Q4	$12K	Hold	517	–	–	﹤0.01%	327
2014 Q3	$12K	Hold	517	–	–	﹤0.01%	300
2014 Q2	$13K	Hold	517	–	–	﹤0.01%	304
2014 Q1	$13K	Hold	517	–	–	﹤0.01%	249
2013 Q4	$12K	Hold	517	–	–	﹤0.01%	246
2013 Q3	$13K	Hold	517	–	–	0.01%	246
2013 Q2	$12K	Buy	+517	New	+$14.2K	﹤0.01%	253

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kings Point Capital Management's IAU Position: Q1 2022 in Review

Kings Point Capital Management sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 3,064 shares — an estimated $107K sold.

Kings Point Capital Management first reported a position in IAU in Q2 2013 and held it in 9 quarters. The position peaked at $107K in Q4 2021. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

Kings Point Capital Management reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
Kings Point Capital Management sold 3,064 iShares Gold Trust shares in Q1 2022, an estimated $107K.
Kings Point Capital Management first reported a position in iShares Gold Trust in Q2 2013 and held it in 9 quarters.
Kings Point Capital Management's iShares Gold Trust position peaked at $107K in Q4 2021.
963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.