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OmniStar Financial Group’s iShares Gold Trust IAU Stock Holding History

OmniStar Financial 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
2022
Q1 		– Sell
-9,323
Closed -$324K – 114
2021
Q4 		$324K Sell
9,323
-666
-7% -$22.8K 0.33% 95
2021
Q3 		$333K Sell
9,989
-1,536
-13% -$52.3K 0.39% 80
2021
Q2 		$388K Sell
11,525
-670
-5% -$23.2K 0.48% 69
2021
Q1 		$397K Sell
12,195
-13,740
-53% -$470K 0.51% 70
2020
Q4 		$940K Buy
25,935
+3,283
+14% +$118K 0.66% 54
2020
Q3 		$815K Buy
22,652
+3,818
+20% +$139K 0.61% 55
2020
Q2 		$640K Sell
18,834
-1,076
-5% -$35.3K 0.53% 64
2020
Q1 		$600K Sell
19,910
-629
-3% -$19K 0.59% 55
2019
Q4 		$596K Buy
20,539
+590
+3% +$16.7K 0.5% 69
2019
Q3 		$563K Buy
19,949
+331
+2% +$9.34K 0.49% 70
2019
Q2 		$530K Sell
19,618
-902
-4% -$22.6K 0.48% 76
2019
Q1 		$508K Buy
20,520
+920
+5% +$23K 0.45% 74
2018
Q4 		$482K Sell
19,600
-837
-4% -$19.7K 0.49% 62
2018
Q3 		$467K Buy
20,437
+1,536
+8% +$35.7K 0.36% 91
2018
Q2 		$454K Sell
18,901
-996
-5% -$25K 0.43% 65
2018
Q1 		$506K Buy
19,897
+847
+4% +$21.6K 0.48% 61
2017
Q4 		$476K Buy
+19,050
New +$467K 0.44% 67

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OmniStar Financial Group's IAU Position: Q1 2022 in Review

OmniStar Financial Group sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 9,323 shares — an estimated $324K sold.

OmniStar Financial Group first reported a position in IAU in Q4 2017 and held it in 17 quarters. The position peaked at $940K in Q4 2020. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • OmniStar Financial Group reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
  • OmniStar Financial Group sold 9,323 iShares Gold Trust shares in Q1 2022, an estimated $324K.
  • OmniStar Financial Group first reported a position in iShares Gold Trust in Q4 2017 and held it in 17 quarters.
  • OmniStar Financial Group's iShares Gold Trust position peaked at $940K in Q4 2020.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on OmniStar Financial Group's 13F filing for Q1 2022, filed 5 May 2022.