Strategic Wealth Management Group’s iShares Gold Trust IAU Stock Holding History

Strategic Wealth Management 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
2021 Q2	$232K	Sell	6,897 -3	-0%	-$104	0.08%	113
2021 Q1	$224K	Sell	6,900 -1,227	-15%	-$41.9K	0.09%	124
2020 Q4	$295K	Buy	8,127 +267	+3%	+$9.56K	0.13%	90
2020 Q3	$283K	Buy	+7,860	New	+$287K	0.14%	88

Other funds holding IAU

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

Strategic Wealth Management Group's IAU Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its iShares Gold Trust (IAU) stake by 0.04% in Q2 2021, selling an estimated $104 and leaving 6,897 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #113.

Strategic Wealth Management Group first reported a position in IAU in Q3 2020 and has held it in 4 quarters since. The position peaked at $295K in Q4 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

Strategic Wealth Management Group held 6,897 shares of iShares Gold Trust worth $232K as of Q2 2021.
Strategic Wealth Management Group sold 3 iShares Gold Trust shares in Q2 2021, an estimated $104.
iShares Gold Trust made up 0.08% of Strategic Wealth Management Group's portfolio in Q2 2021, its #113 holding.
Strategic Wealth Management Group first reported a position in iShares Gold Trust in Q3 2020 and has held it in 4 quarters since.
Strategic Wealth Management Group's iShares Gold Trust position peaked at $295K in Q4 2020.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.