Woodard & Company Asset Management Group’s iShares Gold Trust IAU Stock Holding History

Woodard & Company Asset Management Group’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	-5,455	Closed	-$164K	–	93
2020 Q1	$164K	Hold	5,455	–	–	0.12%	60
2019 Q4	$158K	Hold	5,455	–	–	0.1%	62
2019 Q3	$154K	Buy	+5,455	New	+$154K	0.1%	61
2018 Q4	–	Sell	-5,830	Closed	-$133K	–	111
2018 Q3	$133K	Hold	5,830	–	–	0.12%	58
2018 Q2	$140K	Hold	5,830	–	–	0.14%	58
2018 Q1	$150K	Sell	5,830 -100	-2%	-$2.55K	0.15%	53
2017 Q4	$148K	Buy	+5,930	New	+$145K	0.13%	57

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Woodard & Company Asset Management Group's IAU Position: Q2 2020 in Review

Woodard & Company Asset Management Group sold out of iShares Gold Trust (IAU) in Q2 2020, closing a stake of 5,455 shares — an estimated $164K sold.

Woodard & Company Asset Management Group first reported a position in IAU in Q4 2017 and held it in 7 quarters. The position peaked at $164K in Q1 2020. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

Woodard & Company Asset Management Group reported no remaining iShares Gold Trust position as of Q2 2020 after selling out during the quarter.
Woodard & Company Asset Management Group sold 5,455 iShares Gold Trust shares in Q2 2020, an estimated $164K.
Woodard & Company Asset Management Group first reported a position in iShares Gold Trust in Q4 2017 and held it in 7 quarters.
Woodard & Company Asset Management Group's iShares Gold Trust position peaked at $164K in Q1 2020.
835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2020, filed 24 Jul 2020.