Wolverine Asset Management’s iShares Gold Trust IAU Stock Holding History

Wolverine Asset 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 Q4	–	Sell	-35	Closed	-$1K	–	1753
2020 Q3	$1K	Buy	+35	New	+$1.28K	﹤0.01%	1527
2019 Q4	–	Sell	-650	Closed	-$18K	–	1439
2019 Q3	$18K	Buy	+650	New	+$18.3K	﹤0.01%	1280
2016 Q2	–	Sell	-4,696	Closed	-$111K	–	1265
2016 Q1	$111K	Buy	+4,696	New	+$107K	﹤0.01%	759

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCA

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

Wolverine Asset Management's IAU Position: Q4 2020 in Review

Wolverine Asset Management sold out of iShares Gold Trust (IAU) in Q4 2020, closing a stake of 35 shares — an estimated $1K sold.

Wolverine Asset Management first reported a position in IAU in Q1 2016 and held it in 3 quarters. The position peaked at $111K in Q1 2016. 969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

Wolverine Asset Management reported no remaining iShares Gold Trust position as of Q4 2020 after selling out during the quarter.
Wolverine Asset Management sold 35 iShares Gold Trust shares in Q4 2020, an estimated $1K.
Wolverine Asset Management first reported a position in iShares Gold Trust in Q1 2016 and held it in 3 quarters.
Wolverine Asset Management's iShares Gold Trust position peaked at $111K in Q1 2016.
969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on Wolverine Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.