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Portfolio Solutions’s iShares Gold Trust IAU Stock Holding History

Portfolio Solutions’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
-66,910
Closed -$2.41M – 42
2020
Q3 		$2.41M Buy
66,910
+8,395
+14% +$307K 0.33% 20
2020
Q2 		$1.99M Buy
58,515
+3,139
+6% +$103K 0.28% 20
2020
Q1 		$1.67M Sell
55,376
-62,809
-53% -$1.9M 0.27% 21
2019
Q4 		$3.43M Buy
118,185
+52,280
+79% +$1.48M 0.46% 12
2019
Q3 		$1.86M Buy
65,905
+400
+0.6% +$11.3K 0.27% 14
2019
Q2 		$1.77M Buy
65,505
+37,717
+136% +$945K 0.25% 16
2019
Q1 		$688K Sell
27,788
-31,525
-53% -$787K 0.1% 20
2018
Q4 		$1.46M Buy
59,313
+2,366
+4% +$55.7K 0.22% 19
2018
Q3 		$1.3M Sell
56,947
-839
-1% -$19.5K 0.18% 14
2018
Q2 		$1.39M Buy
57,786
+165
+0.3% +$4.14K 0.19% 12
2018
Q1 		$1.47M Sell
57,621
-1,793
-3% -$45.8K 0.2% 13
2017
Q4 		$1.49M Buy
59,414
+1,101
+2% +$27K 0.19% 13
2017
Q3 		$1.44M Sell
58,313
-2,786
-5% -$68.5K 0.19% 12
2017
Q2 		$1.46M Buy
61,099
+4,648
+8% +$112K 0.2% 12
2017
Q1 		$1.36M Buy
56,451
+4,612
+9% +$108K 0.19% 12
2016
Q4 		$1.15M Buy
51,839
+2,872
+6% +$67.4K 0.16% 12
2016
Q3 		$1.24M Buy
48,967
+15,605
+47% +$402K 0.18% 12
2016
Q2 		$851K Buy
33,362
+190
+0.6% +$4.62K 0.13% 14
2016
Q1 		$788K Buy
+33,172
New +$759K 0.12% 13

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Portfolio Solutions's IAU Position: Q4 2020 in Review

Portfolio Solutions sold out of iShares Gold Trust (IAU) in Q4 2020, closing a stake of 66,910 shares — an estimated $2.41M sold.

Portfolio Solutions first reported a position in IAU in Q1 2016 and held it in 19 quarters. The position peaked at $3.43M in Q4 2019. 969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

  • Portfolio Solutions reported no remaining iShares Gold Trust position as of Q4 2020 after selling out during the quarter.
  • Portfolio Solutions sold 66,910 iShares Gold Trust shares in Q4 2020, an estimated $2.41M.
  • Portfolio Solutions first reported a position in iShares Gold Trust in Q1 2016 and held it in 19 quarters.
  • Portfolio Solutions's iShares Gold Trust position peaked at $3.43M in Q4 2019.
  • 969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on Portfolio Solutions's 13F filing for Q4 2020, filed 12 Feb 2021.