Kistler-Tiffany Companies’s iShares Gold Trust IAU Stock Holding History

Kistler-Tiffany Companies’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 Q4	–	Sell	-168	Closed	-$6K	–	738
2021 Q3	$6K	Hold	168	–	–	﹤0.01%	632
2021 Q2	$6K	Hold	168	–	–	﹤0.01%	613
2021 Q1	$5K	Hold	168	–	–	﹤0.01%	575
2020 Q4	$6K	Hold	168	–	–	﹤0.01%	540
2020 Q3	$6K	Hold	168	–	–	﹤0.01%	520
2020 Q2	$6K	Hold	168	–	–	﹤0.01%	490
2020 Q1	$5K	Hold	168	–	–	﹤0.01%	500
2019 Q4	$5K	Buy	+168	New	+$4.76K	﹤0.01%	507
2018 Q4	–	Sell	-800	Closed	-$18K	–	561
2018 Q3	$18K	Hold	800	–	–	0.01%	361
2018 Q2	$19K	Sell	800 -149	-16%	-$3.74K	0.01%	351
2018 Q1	$24K	Sell	949 -200	-17%	-$5.11K	0.01%	348
2017 Q4	$29K	Sell	1,149 -300	-21%	-$7.36K	0.01%	332
2017 Q3	$36K	Hold	1,449	–	–	0.02%	307
2017 Q2	$35K	Hold	1,449	–	–	0.02%	302
2017 Q1	$35K	Hold	1,449	–	–	0.02%	283
2016 Q4	$32K	Hold	1,449	–	–	0.02%	302
2016 Q3	$37K	Hold	1,449	–	–	0.02%	286
2016 Q2	$37K	Sell	1,449 -200	-12%	-$4.86K	0.02%	283
2016 Q1	$39K	Hold	1,649	–	–	0.02%	272
2015 Q4	$34K	Hold	1,649	–	–	0.02%	302
2015 Q3	$36K	Hold	1,649	–	–	0.02%	286
2015 Q2	$37K	Hold	1,649	–	–	0.02%	296
2015 Q1	$38K	Hold	1,649	–	–	0.02%	264
2014 Q4	$38K	Hold	1,649	–	–	0.02%	267
2014 Q3	$39K	Hold	1,649	–	–	0.03%	265
2014 Q2	$42K	Sell	1,649 -162	-9%	-$4.05K	0.03%	256
2014 Q1	$45K	Hold	1,811	–	–	0.03%	240
2013 Q4	$42K	Sell	1,811 -251	-12%	-$6.2K	0.03%	251
2013 Q3	$53K	Hold	2,062	–	–	0.04%	210
2013 Q2	$49K	Buy	+2,062	New	+$56.8K	0.04%	211

Other funds holding IAU

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Kistler-Tiffany Companies's IAU Position: Q4 2021 in Review

Kistler-Tiffany Companies sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 168 shares — an estimated $6K sold.

Kistler-Tiffany Companies first reported a position in IAU in Q2 2013 and held it in 30 quarters. The position peaked at $53K in Q3 2013. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

Kistler-Tiffany Companies reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
Kistler-Tiffany Companies sold 168 iShares Gold Trust shares in Q4 2021, an estimated $6K.
Kistler-Tiffany Companies first reported a position in iShares Gold Trust in Q2 2013 and held it in 30 quarters.
Kistler-Tiffany Companies's iShares Gold Trust position peaked at $53K in Q3 2013.
982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2021, filed 25 Jan 2022.