Seven Springs Wealth Group’s iShares Gold Trust IAU Stock Holding History

Seven Springs Wealth 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
2021 Q2	–	Sell	-537	Closed	-$17K	–	109
2021 Q1	$17K	Sell	537 -760	-59%	-$26K	0.01%	107
2020 Q4	$47K	Hold	1,297	–	–	0.02%	81
2020 Q3	$47K	Buy	1,297 +536	+70%	+$19.6K	0.03%	77
2020 Q2	$26K	Hold	761	–	–	0.02%	85
2020 Q1	$23K	Hold	761	–	–	0.02%	87
2019 Q4	$22K	Buy	+761	New	+$21.6K	0.01%	129

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

Seven Springs Wealth Group's IAU Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 537 shares — an estimated $17K sold.

Seven Springs Wealth Group first reported a position in IAU in Q4 2019 and held it in 6 quarters. The position peaked at $47K in Q4 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

Seven Springs Wealth Group reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 537 iShares Gold Trust shares in Q2 2021, an estimated $17K.
Seven Springs Wealth Group first reported a position in iShares Gold Trust in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's iShares Gold Trust position peaked at $47K in Q4 2020.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.