Landsberg Bennett & Dubbaneh’s iShares Gold Trust IAU Stock Holding History

Landsberg Bennett & Dubbaneh’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	$281K	Hold	8,381	–	–	0.04%	243
2021 Q2	$281K	Sell	8,381 -5,948	-42%	-$206K	0.04%	237
2021 Q1	$472K	Sell	14,329 -400	-3%	-$13.7K	0.07%	170
2020 Q4	$534K	Sell	14,729 -10,002	-40%	-$358K	0.08%	144
2020 Q3	$896K	Buy	24,731 +8,878	+56%	+$324K	0.16%	116
2020 Q2	$537K	Buy	15,853 +3,767	+31%	+$123K	0.11%	137
2020 Q1	$373K	Buy	12,086 +4,038	+50%	+$122K	0.1%	126
2019 Q4	$233K	Hold	8,048	–	–	0.05%	228
2019 Q3	$230K	Hold	8,048	–	–	0.06%	194
2019 Q2	$213K	Hold	8,048	–	–	0.06%	210
2019 Q1	$199K	Hold	8,048	–	–	0.05%	202
2018 Q4	$198K	Buy	+8,048	New	+$189K	0.08%	189

Other funds holding IAU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's IAU Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh held its iShares Gold Trust (IAU) position steady in Q3 2021 at 8,381 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #243.

Landsberg Bennett & Dubbaneh first reported a position in IAU in Q4 2018 and has held it in 12 quarters since. The position peaked at $896K in Q3 2020. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

Landsberg Bennett & Dubbaneh held 8,381 shares of iShares Gold Trust worth $281K as of Q3 2021.
Landsberg Bennett & Dubbaneh left its iShares Gold Trust share count unchanged in Q3 2021.
iShares Gold Trust made up 0.04% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #243 holding.
Landsberg Bennett & Dubbaneh first reported a position in iShares Gold Trust in Q4 2018 and has held it in 12 quarters since.
Landsberg Bennett & Dubbaneh's iShares Gold Trust position peaked at $896K in Q3 2020.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.