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Reby Advisors’s iShares Gold Trust IAU Stock Holding History

Reby 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
2020
Q4 		$1K Buy
+31
New +$1.11K ﹤0.01% 571

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

Reby Advisors's IAU Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares Gold Trust (IAU) in Q4 2020: 31 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings.

969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

  • Reby Advisors held 31 shares of iShares Gold Trust worth $1K as of Q4 2020.
  • iShares Gold Trust was a new Reby Advisors position in Q4 2020.
  • iShares Gold Trust made up ﹤0.01% of Reby Advisors's portfolio in Q4 2020, its #571 holding.
  • 969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

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