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

Permit 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
2022 Q1	$3.04M	Buy	+81,699	New	+$2.92M	1.17%	24

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Permit Capital Advisors's IAU Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in iShares Gold Trust (IAU) in Q1 2022: 81,699 shares worth $3.04M. The stake represents 1.17% of the portfolio and ranks #24 among its holdings.

961 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

Permit Capital Advisors held 81,699 shares of iShares Gold Trust worth $3.04M as of Q1 2022.
iShares Gold Trust was a new Permit Capital Advisors position in Q1 2022.
iShares Gold Trust made up 1.17% of Permit Capital Advisors's portfolio in Q1 2022, its #24 holding.
961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.