PRA
IAU icon

Pine Ridge Advisers’s iShares Gold Trust IAU Stock Holding History

Pine Ridge Advisers’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 		– Sell
-70,150
Closed -$2.44M – 25
2021
Q4 		$2.44M Buy
+70,150
New +$2.4M 0.67% 17

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pine Ridge Advisers's IAU Position: Q1 2022 in Review

Pine Ridge Advisers sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 70,150 shares — an estimated $2.44M sold.

Pine Ridge Advisers first reported a position in IAU in Q4 2021 and held it in 1 quarter. The position peaked at $2.44M in Q4 2021. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • Pine Ridge Advisers reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
  • Pine Ridge Advisers sold 70,150 iShares Gold Trust shares in Q1 2022, an estimated $2.44M.
  • Pine Ridge Advisers first reported a position in iShares Gold Trust in Q4 2021 and held it in 1 quarter.
  • Pine Ridge Advisers's iShares Gold Trust position peaked at $2.44M in Q4 2021.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Pine Ridge Advisers's 13F filing for Q1 2022, filed 13 May 2022.