NFP
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Novak Financial Planning’s iShares Gold Trust IAU Stock Holding History

Novak Financial Planning’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
Q2 		$4.13M Buy
122,599
+10,052
+9% +$347K 2.02% 11
2021
Q1 		$3.66M Buy
112,547
+23,057
+26% +$788K 2.01% 11
2020
Q4 		$3.25M Buy
+89,490
New +$3.2M 1.91% 12

Other funds holding IAU

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Novak Financial Planning's IAU Position: Q2 2021 in Review

Novak Financial Planning increased its iShares Gold Trust (IAU) stake by 8.9% in Q2 2021, buying an estimated $347K and bringing the position to 122,599 shares worth $4.13M. The position accounts for 2.02% of the portfolio, ranked #11.

Novak Financial Planning first reported a position in IAU in Q4 2020 and has held it in 3 quarters since. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • Novak Financial Planning held 122,599 shares of iShares Gold Trust worth $4.13M as of Q2 2021.
  • Novak Financial Planning bought 10,052 iShares Gold Trust shares in Q2 2021, an estimated $347K.
  • iShares Gold Trust made up 2.02% of Novak Financial Planning's portfolio in Q2 2021, its #11 holding.
  • Novak Financial Planning first reported a position in iShares Gold Trust in Q4 2020 and has held it in 3 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.