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

Genesee 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 		– Sell
-87,161
Closed -$2.94M – 122
2021
Q2 		$2.94M Buy
+87,161
New +$3.01M 0.39% 24

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

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

Genesee Capital Advisors sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 87,161 shares — an estimated $2.94M sold.

Genesee Capital Advisors first reported a position in IAU in Q2 2021 and held it in 1 quarter. The position peaked at $2.94M in Q2 2021. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

  • Genesee Capital Advisors reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Genesee Capital Advisors sold 87,161 iShares Gold Trust shares in Q3 2021, an estimated $2.94M.
  • Genesee Capital Advisors first reported a position in iShares Gold Trust in Q2 2021 and held it in 1 quarter.
  • Genesee Capital Advisors's iShares Gold Trust position peaked at $2.94M in Q2 2021.
  • 879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Genesee Capital Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.