Slow Capital’s iShares Gold Trust IAU Stock Holding History

Slow Capital’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	-7,606	Closed	-$247K	–	179
2021 Q1	$247K	Buy	7,606 +115	+2%	+$3.93K	0.05%	167
2020 Q4	$272K	Sell	7,491 -26	-0.3%	-$931	0.07%	157
2020 Q3	$270K	Sell	7,517 -812	-10%	-$29.7K	0.07%	148
2020 Q2	$283K	Buy	8,329 +32	+0.4%	+$1.05K	0.08%	150
2020 Q1	$250K	Sell	8,297 -916	-10%	-$27.7K	0.09%	150
2019 Q4	$267K	Buy	9,213 +2,891	+46%	+$82K	0.08%	179
2019 Q3	$178K	Buy	+6,322	New	+$178K	0.06%	165

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

Slow Capital's IAU Position: Q2 2021 in Review

Slow Capital sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 7,606 shares — an estimated $247K sold.

Slow Capital first reported a position in IAU in Q3 2019 and held it in 7 quarters. The position peaked at $283K in Q2 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

Slow Capital reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
Slow Capital sold 7,606 iShares Gold Trust shares in Q2 2021, an estimated $247K.
Slow Capital first reported a position in iShares Gold Trust in Q3 2019 and held it in 7 quarters.
Slow Capital's iShares Gold Trust position peaked at $283K in Q2 2020.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Slow Capital's 13F filing for Q2 2021, filed 29 Jul 2021.