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Berman Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Berman Capital Advisors’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 		$18K Hold
550
– – ﹤0.01% 1016
2021
Q2 		$18K Buy
+550
New +$19K ﹤0.01% 943

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
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
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
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

Berman Capital Advisors's IAU Position: Q3 2021 in Review

Berman Capital Advisors held its iShares Gold Trust (IAU) position steady in Q3 2021 at 550 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Berman Capital Advisors first reported a position in IAU in Q2 2021 and has held it in 2 quarters since. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

  • Berman Capital Advisors held 550 shares of iShares Gold Trust worth $18K as of Q3 2021.
  • Berman Capital Advisors left its iShares Gold Trust share count unchanged in Q3 2021.
  • iShares Gold Trust made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1016 holding.
  • Berman Capital Advisors first reported a position in iShares Gold Trust in Q2 2021 and has held it in 2 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.