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MBE Wealth Management’s iShares Gold Trust IAU Stock Holding History

MBE Wealth 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
2020
Q2 		– Sell
-500
Closed -$15K – 256
2020
Q1 		$15K Buy
+500
New +$15.1K 0.01% 246

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MBE Wealth Management's IAU Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2020, closing a stake of 500 shares — an estimated $15K sold.

MBE Wealth Management first reported a position in IAU in Q1 2020 and held it in 1 quarter. The position peaked at $15K in Q1 2020. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Gold Trust position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 500 iShares Gold Trust shares in Q2 2020, an estimated $15K.
  • MBE Wealth Management first reported a position in iShares Gold Trust in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Gold Trust position peaked at $15K in Q1 2020.
  • 835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.