Professional Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-890	Closed	-$28K	–	246
2022 Q3	$28K	Sell	890 -28	-3%	-$918	0.02%	189
2022 Q2	$31K	Sell	918 -8	-0.9%	-$285	0.02%	185
2022 Q1	$34K	Buy	+926	New	+$33.1K	0.01%	176
2021 Q1	–	Sell	-17,092	Closed	-$620K	–	375
2020 Q4	$620K	Buy	17,092 +12	+0.1%	+$429	0.49%	46
2020 Q3	$611K	Buy	17,080 +7,284	+74%	+$266K	0.57%	41
2020 Q2	$333K	Buy	+9,796	New	+$321K	0.44%	46

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Professional Financial Advisors's IAU Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 890 shares — an estimated $28K sold.

Professional Financial Advisors first reported a position in IAU in Q2 2020 and held it in 6 quarters. The position peaked at $620K in Q4 2020. 1,012 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

Professional Financial Advisors reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 890 iShares Gold Trust shares in Q4 2022, an estimated $28K.
Professional Financial Advisors first reported a position in iShares Gold Trust in Q2 2020 and held it in 6 quarters.
Professional Financial Advisors's iShares Gold Trust position peaked at $620K in Q4 2020.
1,012 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.