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Personal Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Personal Wealth Partners’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
-86,142
Closed -$3M – 76
2021
Q4 		$3M Sell
86,142
-44,949
-34% -$1.54M 1.24% 20
2021
Q3 		$4.38M Sell
131,091
-13,537
-9% -$461K 1.85% 14
2021
Q2 		$4.88M Buy
144,628
+9,176
+7% +$317K 1.97% 12
2021
Q1 		$4.41M Buy
135,452
+11,156
+9% +$381K 1.99% 14
2020
Q4 		$4.51M Buy
124,296
+7,425
+6% +$266K 2.11% 12
2020
Q3 		$4.21M Buy
116,871
+1,459
+1% +$53.3K 2.21% 12
2020
Q2 		$3.92M Buy
115,412
+12,464
+12% +$408K 2.15% 12
2020
Q1 		$3.1M Buy
102,948
+8,358
+9% +$253K 1.87% 11
2019
Q4 		$2.74M Buy
94,590
+23,786
+34% +$675K 1.18% 13
2019
Q3 		$2M Buy
70,804
+12,178
+21% +$344K 0.92% 19
2019
Q2 		$1.58M Buy
58,626
+12,019
+26% +$301K 0.76% 17
2019
Q1 		$1.15M Buy
46,607
+14,053
+43% +$351K 0.61% 21
2018
Q4 		$800K Buy
+32,554
New +$766K 0.5% 18

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

Personal Wealth Partners's IAU Position: Q1 2022 in Review

Personal Wealth Partners sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 86,142 shares — an estimated $3M sold.

Personal Wealth Partners first reported a position in IAU in Q4 2018 and held it in 13 quarters. The position peaked at $4.88M in Q2 2021. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • Personal Wealth Partners reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 86,142 iShares Gold Trust shares in Q1 2022, an estimated $3M.
  • Personal Wealth Partners first reported a position in iShares Gold Trust in Q4 2018 and held it in 13 quarters.
  • Personal Wealth Partners's iShares Gold Trust position peaked at $4.88M in Q2 2021.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Personal Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.