Windsor Wealth Management’s iShares Gold Trust IAU Stock Holding History

Windsor 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 Q2	–	Sell	-5,000	Closed	-$151K	–	189
2020 Q1	$151K	Buy	+5,000	New	+$151K	0.06%	175

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Windsor Wealth Management's IAU Position: Q2 2020 in Review

Windsor Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2020, closing a stake of 5,000 shares — an estimated $151K sold.

Windsor Wealth Management first reported a position in IAU in Q1 2020 and held it in 1 quarter. The position peaked at $151K in Q1 2020. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

Windsor Wealth Management reported no remaining iShares Gold Trust position as of Q2 2020 after selling out during the quarter.
Windsor Wealth Management sold 5,000 iShares Gold Trust shares in Q2 2020, an estimated $151K.
Windsor Wealth Management first reported a position in iShares Gold Trust in Q1 2020 and held it in 1 quarter.
Windsor Wealth Management's iShares Gold Trust position peaked at $151K in Q1 2020.
835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Windsor Wealth Management's 13F filing for Q2 2020, filed 6 Jul 2020.