Viewpoint Investment Partners’s iShares Gold Trust IAU Stock Holding History

Viewpoint Investment Partners’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 Q3	–	Sell	-8,250	Closed	-$278K	–	14
2021 Q2	$278K	Buy	8,250 +2,400	+41%	+$83K	0.18%	11
2021 Q1	$190K	Sell	5,850 -3,150	-35%	-$108K	0.14%	12
2020 Q4	$306K	Buy	+9,000	New	+$322K	0.29%	10
2020 Q3	–	Sell	-5,850	Closed	-$199K	–	11
2020 Q2	$199K	Buy	+5,850	New	+$192K	0.19%	10

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

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

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

Morgan Stanley New York $1.66T 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Viewpoint Investment Partners's IAU Position: Q3 2021 in Review

Viewpoint Investment Partners sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 8,250 shares — an estimated $278K sold.

Viewpoint Investment Partners first reported a position in IAU in Q2 2020 and held it in 4 quarters. The position peaked at $306K in Q4 2020. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

Viewpoint Investment Partners reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
Viewpoint Investment Partners sold 8,250 iShares Gold Trust shares in Q3 2021, an estimated $278K.
Viewpoint Investment Partners first reported a position in iShares Gold Trust in Q2 2020 and held it in 4 quarters.
Viewpoint Investment Partners's iShares Gold Trust position peaked at $306K in Q4 2020.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Viewpoint Investment Partners's 13F filing for Q3 2021, filed 12 Oct 2021.