SFA
IAU icon

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

Source 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
-13,392
Closed -$435K – 112
2021
Q1 		$435K Sell
13,392
-6,916
-34% -$236K 0.12% 75
2020
Q4 		$736K Buy
+20,308
New +$727K 0.2% 58

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

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

Source Financial Advisors sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 13,392 shares — an estimated $435K sold.

Source Financial Advisors first reported a position in IAU in Q4 2020 and held it in 2 quarters. The position peaked at $736K in Q4 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • Source Financial Advisors reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Source Financial Advisors sold 13,392 iShares Gold Trust shares in Q2 2021, an estimated $435K.
  • Source Financial Advisors first reported a position in iShares Gold Trust in Q4 2020 and held it in 2 quarters.
  • Source Financial Advisors's iShares Gold Trust position peaked at $736K in Q4 2020.
  • 874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Source Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.