Nikulski Financial’s iShares Gold Trust IAU Stock Holding History

Nikulski Financial’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 Q1	–	Sell	-9,163	Closed	-$276K	–	101
2019 Q4	$276K	Sell	9,163 -700	-7%	-$19.9K	0.2%	78
2019 Q3	$280K	Buy	9,863 +1,765	+22%	+$49.8K	0.23%	70
2019 Q2	$221K	Buy	8,098 +1,510	+23%	+$37.8K	0.19%	80
2019 Q1	$163K	Sell	6,588 -491	-7%	-$12.3K	0.16%	77
2018 Q4	$174K	Sell	7,079 -1,016	-13%	-$23.9K	0.18%	70
2018 Q3	$189K	Sell	8,095 -6,081	-43%	-$141K	0.18%	80
2018 Q2	$341K	Buy	14,176 +200	+1%	+$5.01K	0.31%	59
2018 Q1	$356K	Buy	13,976 +3,719	+36%	+$95K	0.35%	55
2017 Q4	$257K	Buy	+10,257	New	+$252K	0.28%	63

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nikulski Financial's IAU Position: Q1 2020 in Review

Nikulski Financial sold out of iShares Gold Trust (IAU) in Q1 2020, closing a stake of 9,163 shares — an estimated $276K sold.

Nikulski Financial first reported a position in IAU in Q4 2017 and held it in 9 quarters. The position peaked at $356K in Q1 2018. 779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

Nikulski Financial reported no remaining iShares Gold Trust position as of Q1 2020 after selling out during the quarter.
Nikulski Financial sold 9,163 iShares Gold Trust shares in Q1 2020, an estimated $276K.
Nikulski Financial first reported a position in iShares Gold Trust in Q4 2017 and held it in 9 quarters.
Nikulski Financial's iShares Gold Trust position peaked at $356K in Q1 2018.
779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Nikulski Financial's 13F filing for Q1 2020, filed 29 Apr 2020.