Clear Perspective Advisors’s iShares Gold Trust IAU Stock Holding History

Clear Perspective 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 Q4	$511K	Sell	14,693 -250	-2%	-$8.54K	0.16%	99
2021 Q3	$499K	Hold	14,943	–	–	0.17%	88
2021 Q2	$504K	Sell	14,943 -1	-0%	-$35	0.18%	88
2021 Q1	$486K	Buy	14,944 +875	+6%	+$29.9K	0.19%	85
2020 Q4	$510K	Hold	14,069	–	–	0.21%	84
2020 Q3	$338	Hold	14,069	–	–	0.16%	104
2020 Q2	$478K	Sell	14,069 -5,000	-26%	-$164K	0.26%	71
2020 Q1	$575K	Hold	19,069	–	–	0.38%	55
2019 Q4	$553K	Hold	19,069	–	–	0.34%	72
2019 Q3	$538K	Hold	19,069	–	–	0.24%	77
2019 Q2	$515K	Hold	19,069	–	–	0.33%	74
2019 Q1	$472K	Hold	19,069	–	–	0.33%	80
2018 Q4	$469K	Hold	19,069	–	–	0.39%	78
2018 Q3	$436K	Hold	19,069	–	–	0.32%	90
2018 Q2	$458K	Hold	19,069	–	–	0.32%	85
2018 Q1	$485K	Hold	19,069	–	–	0.36%	77
2017 Q4	$477K	Sell	19,069 -1,375	-7%	-$33.7K	0.36%	77
2017 Q3	$503K	Buy	20,444 +250	+1%	+$6.15K	0.41%	68
2017 Q2	$482K	Buy	20,194 +2,682	+15%	+$64.9K	0.41%	67
2017 Q1	$421K	Buy	17,512 +8,087	+86%	+$190K	0.28%	76
2016 Q4	$209K	Buy	+9,425	New	+$221K	0.14%	121

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Clear Perspective Advisors's IAU Position: Q4 2021 in Review

Clear Perspective Advisors reduced its iShares Gold Trust (IAU) stake by 1.7% in Q4 2021, selling an estimated $8.54K and leaving 14,693 shares worth $511K. The position accounts for 0.16% of the portfolio, ranked #99.

Clear Perspective Advisors first reported a position in IAU in Q4 2016 and has held it in 21 quarters since. The position peaked at $575K in Q1 2020. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

Clear Perspective Advisors held 14,693 shares of iShares Gold Trust worth $511K as of Q4 2021.
Clear Perspective Advisors sold 250 iShares Gold Trust shares in Q4 2021, an estimated $8.54K.
iShares Gold Trust made up 0.16% of Clear Perspective Advisors's portfolio in Q4 2021, its #99 holding.
Clear Perspective Advisors first reported a position in iShares Gold Trust in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's iShares Gold Trust position peaked at $575K in Q1 2020.
982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.