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Knowledge Leaders Capital’s iShares Gold Trust IAU Stock Holding History

Knowledge Leaders Capital’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
-29,494
Closed -$1.07M – 115
2020
Q4 		$1.07M Buy
29,494
+7,109
+32% +$254K 0.93% 34
2020
Q3 		$805K Sell
22,385
-4,896
-18% -$179K 0.76% 45
2020
Q2 		$927K Buy
27,281
+6,774
+33% +$222K 0.94% 21
2020
Q1 		$618K Buy
20,507
+8,930
+77% +$270K 1.98% 18
2019
Q4 		$336K Buy
+11,577
New +$328K 0.62% 11
2019
Q3 		– Sell
-15,330
Closed -$414K – 28
2019
Q2 		$414K Buy
15,330
+202
+1% +$5.06K 1.83% 17
2019
Q1 		$375K Buy
15,128
+221
+1% +$5.52K 1.59% 19
2018
Q4 		$366K Buy
14,907
+873
+6% +$20.6K 0.5% 38
2018
Q3 		$321K Sell
14,034
-17,242
-55% -$401K 0.27% 25
2018
Q2 		$752K Buy
31,276
+9,673
+45% +$243K 0.56% 24
2018
Q1 		$550K Buy
21,603
+7,534
+54% +$192K 0.49% 23
2017
Q4 		$352K Buy
14,069
+3,956
+39% +$97.1K 0.29% 27
2017
Q3 		$249K Buy
+10,113
New +$249K 0.12% 24

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

Knowledge Leaders Capital's IAU Position: Q1 2021 in Review

Knowledge Leaders Capital sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 29,494 shares — an estimated $1.07M sold.

Knowledge Leaders Capital first reported a position in IAU in Q3 2017 and held it in 13 quarters. The position peaked at $1.07M in Q4 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

  • Knowledge Leaders Capital reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Knowledge Leaders Capital sold 29,494 iShares Gold Trust shares in Q1 2021, an estimated $1.07M.
  • Knowledge Leaders Capital first reported a position in iShares Gold Trust in Q3 2017 and held it in 13 quarters.
  • Knowledge Leaders Capital's iShares Gold Trust position peaked at $1.07M in Q4 2020.
  • 952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Knowledge Leaders Capital's 13F filing for Q1 2021, filed 21 Apr 2021.