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Rowland Carmichael Advisors’s iShares Gold Trust IAU Stock Holding History

Rowland Carmichael 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 		$248K Hold
6,834
– – 0.08% 267
2020
Q3 		$246K Hold
6,834
– – 0.1% 235
2020
Q2 		$232K Sell
6,834
-483
-7% -$15.8K 0.1% 235
2020
Q1 		$221K Sell
7,317
-1,437
-16% -$43.4K 0.11% 219
2019
Q4 		$254K Sell
8,754
-2,693
-24% -$76.4K 0.09% 255
2019
Q3 		$323K Sell
11,447
-89
-0.8% -$2.51K 0.11% 203
2019
Q2 		$311K Hold
11,536
– – 0.11% 199
2019
Q1 		$286K Sell
11,536
-183
-2% -$4.57K 0.11% 197
2018
Q4 		$288K Buy
11,719
+718
+7% +$16.9K 0.13% 177
2018
Q3 		$251K Sell
11,001
-1,093
-9% -$25.4K 0.1% 228
2018
Q2 		$291K Buy
12,094
+1,317
+12% +$33K 0.12% 196
2018
Q1 		$274K Buy
10,777
+2,927
+37% +$74.7K 0.15% 189
2017
Q4 		$196K Sell
7,850
-2,058
-21% -$50.5K 0.1% 251
2017
Q3 		$244K Buy
9,908
+2,449
+33% +$60.2K 0.14% 202
2017
Q2 		$178K Buy
+7,459
New +$181K 0.1% 227
2017
Q1 		– Sell
-8,413
Closed -$186K – 299
2016
Q4 		$186K Buy
8,413
+1,719
+26% +$40.3K 0.11% 227
2016
Q3 		$170K Sell
6,694
-103
-2% -$2.65K 0.11% 219
2016
Q2 		$173K Buy
+6,797
New +$165K 0.11% 221

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

Rowland Carmichael Advisors's IAU Position: Q4 2020 in Review

Rowland Carmichael Advisors held its iShares Gold Trust (IAU) position steady in Q4 2020 at 6,834 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #267.

Rowland Carmichael Advisors first reported a position in IAU in Q2 2016 and has held it in 18 quarters since. The position peaked at $323K in Q3 2019. 969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

  • Rowland Carmichael Advisors held 6,834 shares of iShares Gold Trust worth $248K as of Q4 2020.
  • Rowland Carmichael Advisors left its iShares Gold Trust share count unchanged in Q4 2020.
  • iShares Gold Trust made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #267 holding.
  • Rowland Carmichael Advisors first reported a position in iShares Gold Trust in Q2 2016 and has held it in 18 quarters since.
  • Rowland Carmichael Advisors's iShares Gold Trust position peaked at $323K in Q3 2019.
  • 969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.