Steven Patrick Farmer’s iShares Gold Trust IAU Stock Holding History

Steven Patrick Farmer’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
2022 Q2	$17M	Buy	+495,243	New	+$17.6M	0.26%	83

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

PCA

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steven Patrick Farmer's IAU Position: Q2 2022 in Review

Steven Patrick Farmer opened a new position in iShares Gold Trust (IAU) in Q2 2022: 495,243 shares worth $17M. The stake represents 0.26% of the portfolio and ranks #83 among its holdings.

1,007 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

Steven Patrick Farmer held 495,243 shares of iShares Gold Trust worth $17M as of Q2 2022.
iShares Gold Trust was a new Steven Patrick Farmer position in Q2 2022.
iShares Gold Trust made up 0.26% of Steven Patrick Farmer's portfolio in Q2 2022, its #83 holding.
1,007 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Steven Patrick Farmer's 13F filing for Q2 2022, filed 6 Jul 2022.