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Wealthspire Advisors (Maryland)’s iShares Gold Trust IAU Stock Holding History

Wealthspire Advisors (Maryland)’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 		$448K Buy
12,458
+1,579
+15% +$57.7K 0.02% 296
2020
Q2 		$370K Sell
10,879
-247
-2% -$8.09K 0.03% 305
2020
Q1 		$335K Buy
11,126
+2,028
+22% +$61.3K 0.03% 289
2019
Q4 		$264K Hold
9,098
– – 0.02% 409
2019
Q3 		$257K Sell
9,098
-7,565
-45% -$213K 0.02% 377
2019
Q2 		$450K Hold
16,663
– – 0.03% 272
2019
Q1 		$413K Sell
16,663
-1,405
-8% -$35.1K 0.03% 290
2018
Q4 		$444K Sell
18,068
-675
-4% -$15.9K 0.04% 240
2018
Q3 		$428K Sell
18,743
-5,731
-23% -$133K 0.04% 275
2018
Q2 		$588K Hold
24,474
– – 0.05% 206
2018
Q1 		$623K Buy
24,474
+21,661
+770% +$553K 0.06% 204
2017
Q4 		$70K Hold
2,813
– – 0.01% 868
2017
Q3 		$69K Buy
2,813
+141
+5% +$3.47K 0.01% 853
2017
Q2 		$64K Buy
2,672
+2,425
+982% +$58.7K 0.01% 855
2017
Q1 		$6K Hold
247
– – ﹤0.01% 1487
2016
Q4 		$5K Sell
247
-954
-79% -$22.4K ﹤0.01% 1380
2016
Q3 		$30K Buy
1,201
+523
+77% +$13.5K ﹤0.01% 928
2016
Q2 		$17K Hold
678
– – ﹤0.01% 1045
2016
Q1 		$16K Hold
678
– – ﹤0.01% 1040
2015
Q4 		$14K Buy
+678
New +$14.5K ﹤0.01% 1090

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IAU Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Gold Trust (IAU) stake by 15% in Q3 2020, buying an estimated $57.7K and bringing the position to 12,458 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #296.

Wealthspire Advisors (Maryland) first reported a position in IAU in Q4 2015 and has held it in 20 quarters since. The position peaked at $623K in Q1 2018. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 12,458 shares of iShares Gold Trust worth $448K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,579 iShares Gold Trust shares in Q3 2020, an estimated $57.7K.
  • iShares Gold Trust made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #296 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Gold Trust in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares Gold Trust position peaked at $623K in Q1 2018.
  • 877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.