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Paces Ferry Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Paces Ferry Wealth Advisors’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
Q4 		– Sell
-464
Closed -$17K – 580
2020
Q3 		$17K Buy
+464
New +$16.9K 0.01% 356

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Paces Ferry Wealth Advisors's IAU Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of iShares Gold Trust (IAU) in Q4 2020, closing a stake of 464 shares — an estimated $17K sold.

Paces Ferry Wealth Advisors first reported a position in IAU in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining iShares Gold Trust position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 464 iShares Gold Trust shares in Q4 2020, an estimated $17K.
  • Paces Ferry Wealth Advisors first reported a position in iShares Gold Trust in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's iShares Gold Trust position peaked at $17K in Q3 2020.
  • 969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.