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Ruggie Capital Group’s iShares Gold Trust IAU Stock Holding History

Ruggie Capital Group’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
Q3 		$80K Buy
+2,212
New +$80.8K 4.13% 7
2019
Q1 		– Sell
-221
Closed -$5K – 281
2018
Q4 		$5K Buy
+221
New +$5.2K ﹤0.01% 367

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ruggie Capital Group's IAU Position: Q3 2020 in Review

Ruggie Capital Group opened a new position in iShares Gold Trust (IAU) in Q3 2020: 2,212 shares worth $80K. The stake represents 4.13% of the portfolio and ranks #7 among its holdings. This is a return to the name: Ruggie Capital Group previously reported a position in IAU as recently as Q4 2018.

Ruggie Capital Group first reported a position in IAU in Q4 2018 and has held it in 2 quarters since. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

  • Ruggie Capital Group held 2,212 shares of iShares Gold Trust worth $80K as of Q3 2020.
  • iShares Gold Trust was a new Ruggie Capital Group position in Q3 2020.
  • iShares Gold Trust made up 4.13% of Ruggie Capital Group's portfolio in Q3 2020, its #7 holding.
  • Ruggie Capital Group first reported a position in iShares Gold Trust in Q4 2018 and has held it in 2 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Ruggie Capital Group's 13F filing for Q3 2020, filed 29 Oct 2020.