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Crescent Capital Consulting’s iShares Gold Trust IAU Stock Holding History

Crescent Capital Consulting’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 		$4K Hold
125
– – ﹤0.01% 445
2021
Q3 		$4K Hold
125
– – ﹤0.01% 472
2021
Q2 		$4K Hold
125
– – ﹤0.01% 417
2021
Q1 		$4K Hold
125
– – ﹤0.01% 427
2020
Q4 		$5K Buy
+125
New +$4.47K ﹤0.01% 377

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Crescent Capital Consulting's IAU Position: Q4 2021 in Review

Crescent Capital Consulting held its iShares Gold Trust (IAU) position steady in Q4 2021 at 125 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Crescent Capital Consulting first reported a position in IAU in Q4 2020 and has held it in 5 quarters since. The position peaked at $5K in Q4 2020. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

  • Crescent Capital Consulting held 125 shares of iShares Gold Trust worth $4K as of Q4 2021.
  • Crescent Capital Consulting left its iShares Gold Trust share count unchanged in Q4 2021.
  • iShares Gold Trust made up ﹤0.01% of Crescent Capital Consulting's portfolio in Q4 2021, its #445 holding.
  • Crescent Capital Consulting first reported a position in iShares Gold Trust in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's iShares Gold Trust position peaked at $5K in Q4 2020.
  • 982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.