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RMR Wealth Builders’s iShares Gold Trust IAU Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-163
Closed -$5K – 389
2021
Q1 		$5K Buy
+163
New +$5.57K ﹤0.01% 671
2020
Q4 		– Sell
-18,213
Closed -$655K – 535
2020
Q3 		$655K Buy
+18,213
New +$665K 0.17% 92

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RMR Wealth Builders's IAU Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 163 shares — an estimated $5K sold.

RMR Wealth Builders first reported a position in IAU in Q3 2020 and held it in 2 quarters. The position peaked at $655K in Q3 2020. 876 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 163 iShares Gold Trust shares in Q2 2021, an estimated $5K.
  • RMR Wealth Builders first reported a position in iShares Gold Trust in Q3 2020 and held it in 2 quarters.
  • RMR Wealth Builders's iShares Gold Trust position peaked at $655K in Q3 2020.
  • 876 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.