New England Investment & Retirement Group’s iShares Gold Trust IAU Stock Holding History

New England Investment & Retirement 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 Q3	$324K	Sell	9,689 -169	-2%	-$5.76K	0.07%	80
2021 Q2	$332K	Buy	9,858 +413	+4%	+$14.3K	0.07%	80
2021 Q1	$307K	Buy	+9,445	New	+$323K	0.07%	76
2020 Q2	–	Sell	-1,000	Closed	-$30K	–	131
2020 Q1	$30K	Buy	+1,000	New	+$30.2K	0.01%	103
2013 Q4	–	Sell	-35,624	Closed	-$918K	–	53
2013 Q3	$918K	Sell	35,624 -5,919	-14%	-$153K	0.56%	40
2013 Q2	$996K	Buy	+41,543	New	+$1.14M	0.63%	34

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 $175B AUM 40.63% 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

New England Investment & Retirement Group's IAU Position: Q3 2021 in Review

New England Investment & Retirement Group reduced its iShares Gold Trust (IAU) stake by 1.7% in Q3 2021, selling an estimated $5.76K and leaving 9,689 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #80.

New England Investment & Retirement Group first reported a position in IAU in Q2 2013 and has held it in 6 quarters since. The position peaked at $996K in Q2 2013. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

New England Investment & Retirement Group held 9,689 shares of iShares Gold Trust worth $324K as of Q3 2021.
New England Investment & Retirement Group sold 169 iShares Gold Trust shares in Q3 2021, an estimated $5.76K.
iShares Gold Trust made up 0.07% of New England Investment & Retirement Group's portfolio in Q3 2021, its #80 holding.
New England Investment & Retirement Group first reported a position in iShares Gold Trust in Q2 2013 and has held it in 6 quarters since.
New England Investment & Retirement Group's iShares Gold Trust position peaked at $996K in Q2 2013.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.