Stonebridge Financial Planning Group’s iShares Gold Trust IAU Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-156	Closed	-$5K	–	223
2021 Q4	$5K	Hold	156	–	–	﹤0.01%	371
2021 Q3	$5K	Sell	156 -300	-66%	-$10.2K	﹤0.01%	379
2021 Q2	$16K	Hold	456	–	–	0.01%	318
2021 Q1	$15K	Hold	456	–	–	0.01%	328
2020 Q4	$17K	Hold	456	–	–	0.01%	287
2020 Q3	$17K	Hold	456	–	–	0.01%	278
2020 Q2	$15K	Buy	456 +300	+192%	+$9.83K	0.01%	280
2020 Q1	$5K	Hold	156	–	–	0.01%	357
2019 Q4	$5K	Buy	+156	New	+$4.42K	﹤0.01%	325

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stonebridge Financial Planning Group's IAU Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 156 shares — an estimated $5K sold.

Stonebridge Financial Planning Group first reported a position in IAU in Q4 2019 and held it in 9 quarters. The position peaked at $17K in Q4 2020. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 156 iShares Gold Trust shares in Q1 2022, an estimated $5K.
Stonebridge Financial Planning Group first reported a position in iShares Gold Trust in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's iShares Gold Trust position peaked at $17K in Q4 2020.
963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.