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Cumberland Partners’s iShares Gold Trust IAU Stock Holding History

Cumberland Partners’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 		– Sell
-34,632
Closed -$1.16M – 185
2021
Q3 		$1.16M Buy
+34,632
New +$1.18M 0.09% 120

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

Cumberland Partners's IAU Position: Q4 2021 in Review

Cumberland Partners sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 34,632 shares — an estimated $1.16M sold.

Cumberland Partners first reported a position in IAU in Q3 2021 and held it in 1 quarter. The position peaked at $1.16M in Q3 2021. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

  • Cumberland Partners reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
  • Cumberland Partners sold 34,632 iShares Gold Trust shares in Q4 2021, an estimated $1.16M.
  • Cumberland Partners first reported a position in iShares Gold Trust in Q3 2021 and held it in 1 quarter.
  • Cumberland Partners's iShares Gold Trust position peaked at $1.16M in Q3 2021.
  • 982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on Cumberland Partners's 13F filing for Q4 2021, filed 10 Feb 2022.