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Pittenger & Anderson Inc’s iShares Gold Trust IAU Stock Holding History

Pittenger & Anderson Inc’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
-377
Closed -$13K – 463
2021
Q4 		$13K Hold
377
– – ﹤0.01% 335
2021
Q3 		$13K Hold
377
– – ﹤0.01% 347
2021
Q2 		$13K Buy
+377
New +$13K ﹤0.01% 322

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

Pittenger & Anderson Inc's IAU Position: Q1 2022 in Review

Pittenger & Anderson Inc sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 377 shares — an estimated $13K sold.

Pittenger & Anderson Inc first reported a position in IAU in Q2 2021 and held it in 3 quarters. The position peaked at $13K in Q4 2021. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • Pittenger & Anderson Inc reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 377 iShares Gold Trust shares in Q1 2022, an estimated $13K.
  • Pittenger & Anderson Inc first reported a position in iShares Gold Trust in Q2 2021 and held it in 3 quarters.
  • Pittenger & Anderson Inc's iShares Gold Trust position peaked at $13K in Q4 2021.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2022, filed 28 Apr 2022.