Sunflower Bank Wealth Management’s iShares Gold Trust IAU Stock Holding History

Sunflower Bank Wealth Management’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	$4.7M	Buy	130,729 +122,421	+1,474%	+$4.47M	1.57%	12
2020 Q2	$282K	Buy	8,308 +2,825	+52%	+$92.6K	0.09%	107
2020 Q1	$165K	Hold	5,483	–	–	0.06%	115
2019 Q4	$159K	Sell	5,483 -130,040	-96%	-$3.69M	0.05%	130
2019 Q3	$3.82M	Buy	135,523 +129,218	+2,049%	+$3.64M	1.22%	17
2019 Q2	$170K	Hold	6,305	–	–	0.05%	131
2019 Q1	$156K	Buy	6,305 +945	+18%	+$23.6K	0.05%	129
2018 Q4	$132K	Hold	5,360	–	–	0.04%	127
2018 Q3	$123K	Sell	5,360 -1,460	-21%	-$33.9K	0.03%	134
2018 Q2	$164K	Sell	6,820 -174,705	-96%	-$4.38M	0.05%	139
2018 Q1	$4.62M	Buy	+181,525	New	+$4.63M	1.28%	17

Other funds holding IAU

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunflower Bank Wealth Management's IAU Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its iShares Gold Trust (IAU) stake by 1,474% in Q3 2020, buying an estimated $4.47M and bringing the position to 130,729 shares worth $4.7M. The position accounts for 1.57% of the portfolio, ranked #12.

Sunflower Bank Wealth Management first reported a position in IAU in Q1 2018 and has held it in 11 quarters since. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

Sunflower Bank Wealth Management held 130,729 shares of iShares Gold Trust worth $4.7M as of Q3 2020.
Sunflower Bank Wealth Management bought 122,421 iShares Gold Trust shares in Q3 2020, an estimated $4.47M.
iShares Gold Trust made up 1.57% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #12 holding.
Sunflower Bank Wealth Management first reported a position in iShares Gold Trust in Q1 2018 and has held it in 11 quarters since.
877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.