Murphy Capital Management’s iShares Gold Trust IAU Stock Holding History

Murphy Capital 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 Q3	–	Sell	-7,077	Closed	-$238K	–	226
2021 Q2	$238K	Sell	7,077 -2,701	-28%	-$93.4K	0.03%	216
2021 Q1	$317K	Sell	9,778 -1,350	-12%	-$46.1K	0.04%	180
2020 Q4	$403K	Sell	11,128 -2,700	-20%	-$96.6K	0.05%	152
2020 Q3	$497K	Buy	+13,828	New	+$505K	0.07%	136
2014 Q3	–	Sell	-5,330	Closed	-$137K	–	344
2014 Q2	$137K	Sell	5,330 -313	-6%	-$7.83K	0.02%	328
2014 Q1	$140K	Sell	5,643 -525	-9%	-$13.2K	0.02%	317
2013 Q4	$144K	Sell	6,168 -2,362	-28%	-$58.3K	0.03%	310
2013 Q3	$219K	Sell	8,530 -1,738	-17%	-$44.9K	0.04%	283
2013 Q2	$246K	Buy	+10,268	New	+$283K	0.05%	251

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Murphy Capital Management's IAU Position: Q3 2021 in Review

Murphy Capital Management sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 7,077 shares — an estimated $238K sold.

Murphy Capital Management first reported a position in IAU in Q2 2013 and held it in 9 quarters. The position peaked at $497K in Q3 2020. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

Murphy Capital Management reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
Murphy Capital Management sold 7,077 iShares Gold Trust shares in Q3 2021, an estimated $238K.
Murphy Capital Management first reported a position in iShares Gold Trust in Q2 2013 and held it in 9 quarters.
Murphy Capital Management's iShares Gold Trust position peaked at $497K in Q3 2020.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Murphy Capital Management's 13F filing for Q3 2021, filed 22 Oct 2021.