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Stearns Financial Services Group’s iShares Gold Trust IAU Stock Holding History

Stearns Financial Services 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
2020
Q3 		$51M Buy
1,416,901
+64,301
+5% +$2.35M 7.98% 2
2020
Q2 		$46M Sell
1,352,600
-6,214
-0.5% -$204K 7.22% 3
2020
Q1 		$41M Buy
1,358,814
+226,887
+20% +$6.86M 7.27% 3
2019
Q4 		$32.8M Buy
1,131,927
+540,070
+91% +$15.3M 5.43% 6
2019
Q3 		$16.7M Buy
591,857
+29,127
+5% +$822K 2.95% 11
2019
Q2 		$15.2M Buy
562,730
+23,165
+4% +$581K 2.77% 11
2019
Q1 		$13.4M Buy
539,565
+43,191
+9% +$1.08M 2.52% 11
2018
Q4 		$12.2M Buy
+496,374
New +$11.7M 2.5% 10

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return