Smith Salley Wealth Management’s iShares Gold Trust IAU Stock Holding History

Smith Salley Wealth Management’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 Q4	–	Sell	-14,994	Closed	-$501K	–	258
2021 Q3	$501K	Buy	14,994 +4,840	+48%	+$165K	0.04%	184
2021 Q2	$342K	Sell	10,154 -180	-2%	-$6.22K	0.03%	207
2021 Q1	$336K	Sell	10,334 -19,931	-66%	-$681K	0.03%	204
2020 Q4	$1.1M	Buy	+30,265	New	+$1.08M	0.11%	111

Other funds holding IAU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

PCA

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Smith Salley Wealth Management's IAU Position: Q4 2021 in Review

Smith Salley Wealth Management sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 14,994 shares — an estimated $501K sold.

Smith Salley Wealth Management first reported a position in IAU in Q4 2020 and held it in 4 quarters. The position peaked at $1.1M in Q4 2020. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

Smith Salley Wealth Management reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
Smith Salley Wealth Management sold 14,994 iShares Gold Trust shares in Q4 2021, an estimated $501K.
Smith Salley Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and held it in 4 quarters.
Smith Salley Wealth Management's iShares Gold Trust position peaked at $1.1M in Q4 2020.
982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on Smith Salley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.