Searle & Co’s iShares Gold Trust IAU Stock Holding History

Searle & Co’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	-5,000	Closed	-$163K	–	148
2021 Q1	$163K	Hold	5,000	–	–	0.07%	134
2020 Q4	$181K	Hold	5,000	–	–	0.09%	132
2020 Q3	$180K	Hold	5,000	–	–	0.1%	127
2020 Q2	$170K	Buy	+5,000	New	+$164K	0.1%	125

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

CSIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Searle & Co's IAU Position: Q2 2021 in Review

Searle & Co sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 5,000 shares — an estimated $163K sold.

Searle & Co first reported a position in IAU in Q2 2020 and held it in 4 quarters. The position peaked at $181K in Q4 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

Searle & Co reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
Searle & Co sold 5,000 iShares Gold Trust shares in Q2 2021, an estimated $163K.
Searle & Co first reported a position in iShares Gold Trust in Q2 2020 and held it in 4 quarters.
Searle & Co's iShares Gold Trust position peaked at $181K in Q4 2020.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Searle & Co's 13F filing for Q2 2021, filed 29 Jul 2021.