MACRO Consulting Group’s iShares Gold Trust IAU Stock Holding History

MACRO Consulting Group’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 Q2	$16.7M	Buy	495,211 +51,209	+12%	+$1.77M	8.59%	2
2021 Q1	$14.4M	Buy	444,002 +32,679	+8%	+$1.12M	7.81%	2
2020 Q4	$14.9M	Buy	411,323 +5,718	+1%	+$205K	8.65%	1
2020 Q3	$14.5M	Sell	405,605 -3,957	-1%	-$145K	9.55%	1
2020 Q2	$13.9M	Sell	409,562 -235	-0.1%	-$7.7K	9.65%	1
2020 Q1	$13.5M	Sell	409,797 -91,567	-18%	-$2.77M	10.32%	1
2019 Q4	$14.5M	Sell	501,364 -1,578	-0.3%	-$44.8K	11.45%	1
2019 Q3	$14.2M	Sell	502,942 -6,755	-1%	-$191K	12.07%	1
2019 Q2	$13.8M	Buy	509,697 +10,357	+2%	+$260K	11.82%	1
2019 Q1	$12.4M	Sell	499,340 -40,138	-7%	-$1M	11.83%	1
2018 Q4	$13.3M	Buy	+539,478	New	+$12.7M	12.94%	1

Other funds holding IAU

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 $175B AUM 40.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

MACRO Consulting Group's IAU Position: Q2 2021 in Review

MACRO Consulting Group increased its iShares Gold Trust (IAU) stake by 12% in Q2 2021, buying an estimated $1.77M and bringing the position to 495,211 shares worth $16.7M. The position accounts for 8.59% of the portfolio, ranked #2.

MACRO Consulting Group first reported a position in IAU in Q4 2018 and has held it in 11 quarters since. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

MACRO Consulting Group held 495,211 shares of iShares Gold Trust worth $16.7M as of Q2 2021.
MACRO Consulting Group bought 51,209 iShares Gold Trust shares in Q2 2021, an estimated $1.77M.
iShares Gold Trust made up 8.59% of MACRO Consulting Group's portfolio in Q2 2021, its #2 holding.
MACRO Consulting Group first reported a position in iShares Gold Trust in Q4 2018 and has held it in 11 quarters since.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.