Meeder Asset Management’s iShares Gold Trust IAU Stock Holding History

Meeder Asset 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
2021 Q1	–	Sell	-618	Closed	-$22K	–	2403
2020 Q4	$22K	Sell	618 -225	-27%	-$8.05K	﹤0.01%	767
2020 Q3	$30K	Buy	+843	New	+$30.8K	﹤0.01%	1055
2020 Q2	–	Sell	-241	Closed	-$7K	–	2234
2020 Q1	$7K	Hold	241	–	–	﹤0.01%	1657
2019 Q4	$7K	Hold	241	–	–	﹤0.01%	1679
2019 Q3	$7K	Buy	+241	New	+$6.8K	﹤0.01%	1644

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 $154B AUM 29.96% 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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Meeder Asset Management's IAU Position: Q1 2021 in Review

Meeder Asset Management sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 618 shares — an estimated $22K sold.

Meeder Asset Management first reported a position in IAU in Q3 2019 and held it in 5 quarters. The position peaked at $30K in Q3 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

Meeder Asset Management reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
Meeder Asset Management sold 618 iShares Gold Trust shares in Q1 2021, an estimated $22K.
Meeder Asset Management first reported a position in iShares Gold Trust in Q3 2019 and held it in 5 quarters.
Meeder Asset Management's iShares Gold Trust position peaked at $30K in Q3 2020.
952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Meeder Asset Management's 13F filing for Q1 2021, filed 28 Apr 2021.