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Paragon Wealth Strategies’s iShares Gold Trust IAU Stock Holding History

Paragon Wealth Strategies’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
Q3 		– Sell
-128,604
Closed -$4.37M – 28
2020
Q2 		$4.37M Buy
+128,604
New +$4.21M 2.48% 16

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paragon Wealth Strategies's IAU Position: Q3 2020 in Review

Paragon Wealth Strategies sold out of iShares Gold Trust (IAU) in Q3 2020, closing a stake of 128,604 shares — an estimated $4.37M sold.

Paragon Wealth Strategies first reported a position in IAU in Q2 2020 and held it in 1 quarter. The position peaked at $4.37M in Q2 2020. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

  • Paragon Wealth Strategies reported no remaining iShares Gold Trust position as of Q3 2020 after selling out during the quarter.
  • Paragon Wealth Strategies sold 128,604 iShares Gold Trust shares in Q3 2020, an estimated $4.37M.
  • Paragon Wealth Strategies first reported a position in iShares Gold Trust in Q2 2020 and held it in 1 quarter.
  • Paragon Wealth Strategies's iShares Gold Trust position peaked at $4.37M in Q2 2020.
  • 877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Paragon Wealth Strategies's 13F filing for Q3 2020, filed 26 Oct 2020.