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Eubel Brady & Suttman Asset Management’s iShares Gold Trust IAU Stock Holding History

Eubel Brady & Suttman Asset Management’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
-1,200
Closed -$20K – 192
2021
Q2 		$20K Buy
+1,200
New +$41.5K ﹤0.01% 461

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 $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
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

Eubel Brady & Suttman Asset Management's IAU Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 1,200 shares — an estimated $20K sold.

Eubel Brady & Suttman Asset Management first reported a position in IAU in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 1,200 iShares Gold Trust shares in Q3 2021, an estimated $20K.
  • Eubel Brady & Suttman Asset Management first reported a position in iShares Gold Trust in Q2 2021 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's iShares Gold Trust position peaked at $20K in Q2 2021.
  • 879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.