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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return