Lehman & Derafelo Financial Resources’s iShares Gold Trust IAU Stock Holding History

Lehman & Derafelo Financial Resources’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 Q2	–	Sell	-6,550	Closed	-$241K	–	205
2022 Q1	$241K	Hold	6,550	–	–	0.07%	98
2021 Q4	$228K	Hold	6,550	–	–	0.07%	100
2021 Q3	$219K	Buy	+6,550	New	+$223K	0.07%	98
2021 Q2	–	Sell	-7,750	Closed	-$252K	–	227
2021 Q1	$252K	Hold	7,750	–	–	0.07%	98
2020 Q4	$281K	Hold	7,750	–	–	0.08%	90
2020 Q3	$279K	Buy	7,750 +400	+5%	+$14.6K	0.09%	101
2020 Q2	$250K	Buy	7,350 +800	+12%	+$26.2K	0.09%	100
2020 Q1	$197K	Buy	6,550 +1,100	+20%	+$33.3K	0.08%	88
2019 Q4	$158K	Hold	5,450	–	–	0.06%	109
2019 Q3	$154K	Hold	5,450	–	–	0.06%	100
2019 Q2	$146K	Hold	5,450	–	–	0.06%	102
2019 Q1	$135K	Hold	5,450	–	–	0.06%	102
2018 Q4	$134K	Buy	+5,450	New	+$128K	0.07%	94

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

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

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

Lehman & Derafelo Financial Resources's IAU Position: Q2 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 6,550 shares — an estimated $241K sold.

Lehman & Derafelo Financial Resources first reported a position in IAU in Q4 2018 and held it in 13 quarters. The position peaked at $281K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 6,550 iShares Gold Trust shares in Q2 2022, an estimated $241K.
Lehman & Derafelo Financial Resources first reported a position in iShares Gold Trust in Q4 2018 and held it in 13 quarters.
Lehman & Derafelo Financial Resources's iShares Gold Trust position peaked at $281K in Q4 2020.
1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2022, filed 19 Jul 2022.