Semmax Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Semmax Financial 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
2021 Q2	–	Sell	-560	Closed	-$18K	–	269
2021 Q1	$18K	Buy	+560	New	+$19.1K	0.01%	175
2020 Q3	–	Sell	-444	Closed	-$15K	–	260
2020 Q2	$15K	Hold	444	–	–	0.01%	146
2020 Q1	$13K	Hold	444	–	–	0.01%	145
2019 Q4	$13K	Hold	444	–	–	0.01%	152
2019 Q3	$13K	Hold	444	–	–	0.01%	158
2019 Q2	$12K	Sell	444 -553	-55%	-$13.9K	0.01%	169
2019 Q1	$25K	Sell	997 -373	-27%	-$9.32K	0.02%	242
2018 Q4	$34K	Buy	+1,370	New	+$32.3K	0.03%	222

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

Semmax Financial Advisors's IAU Position: Q2 2021 in Review

Semmax Financial Advisors sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 560 shares — an estimated $18K sold.

Semmax Financial Advisors first reported a position in IAU in Q4 2018 and held it in 8 quarters. The position peaked at $34K in Q4 2018. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

Semmax Financial Advisors reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
Semmax Financial Advisors sold 560 iShares Gold Trust shares in Q2 2021, an estimated $18K.
Semmax Financial Advisors first reported a position in iShares Gold Trust in Q4 2018 and held it in 8 quarters.
Semmax Financial Advisors's iShares Gold Trust position peaked at $34K in Q4 2018.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Semmax Financial Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.