Ameritas Investment Company’s iShares Gold Trust IAU Stock Holding History

Ameritas Investment Company’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	-21,923	Closed	-$1.09M	–	736
2021 Q2	$1.09M	Buy	21,923 +12,156	+124%	+$420K	0.05%	268
2021 Q1	$318K	Sell	9,767 -4,543	-32%	-$155K	0.03%	451
2020 Q4	$518K	Buy	14,310 +5,437	+61%	+$195K	0.1%	217
2020 Q3	$301K	Hold	8,873	–	–	0.09%	230
2020 Q2	$301K	Sell	8,873 -1,663	-16%	-$54.5K	0.09%	236
2020 Q1	$322K	Buy	10,536 +7,498	+247%	+$227K	0.05%	256
2019 Q4	$88K	Sell	3,038 -1,981	-39%	-$56.2K	0.02%	485
2019 Q3	$144K	Buy	+5,019	New	+$142K	0.03%	391
2019 Q2	–	Sell	-3,826	Closed	-$95K	–	502
2019 Q1	$95K	Buy	+3,826	New	+$95.6K	0.02%	367

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

Ameritas Investment Company's IAU Position: Q3 2021 in Review

Ameritas Investment Company sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 21,923 shares — an estimated $1.09M sold.

Ameritas Investment Company first reported a position in IAU in Q1 2019 and held it in 9 quarters. The position peaked at $1.09M in Q2 2021. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

Ameritas Investment Company reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
Ameritas Investment Company sold 21,923 iShares Gold Trust shares in Q3 2021, an estimated $1.09M.
Ameritas Investment Company first reported a position in iShares Gold Trust in Q1 2019 and held it in 9 quarters.
Ameritas Investment Company's iShares Gold Trust position peaked at $1.09M in Q2 2021.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.