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Security National Trust’s iShares Gold Trust IAU Stock Holding History

Security National Trust’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
Q1 		– Sell
-1,391
Closed -$50K – 403
2020
Q4 		$50K Hold
1,391
– – 0.01% 262
2020
Q3 		$50K Hold
1,391
– – 0.01% 253
2020
Q2 		$47K Hold
1,391
– – 0.01% 259
2020
Q1 		$42K Hold
1,391
– – 0.02% 256
2019
Q4 		$40K Buy
+1,391
New +$39.5K 0.01% 267

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Security National Trust's IAU Position: Q1 2021 in Review

Security National Trust sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 1,391 shares — an estimated $50K sold.

Security National Trust first reported a position in IAU in Q4 2019 and held it in 5 quarters. The position peaked at $50K in Q4 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

  • Security National Trust reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Security National Trust sold 1,391 iShares Gold Trust shares in Q1 2021, an estimated $50K.
  • Security National Trust first reported a position in iShares Gold Trust in Q4 2019 and held it in 5 quarters.
  • Security National Trust's iShares Gold Trust position peaked at $50K in Q4 2020.
  • 952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.