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Private Capital Group’s iShares Gold Trust IAU Stock Holding History

Private Capital Group’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
Q2 		– Sell
-1,803
Closed -$66K – 1980
2022
Q1 		$66K Buy
1,803
+319
+21% +$11.4K 0.02% 542
2021
Q4 		$52K Sell
1,484
-1
-0.1% -$34 0.01% 662
2021
Q3 		$50K Buy
1,485
+1
+0.1% +$34 0.01% 673
2021
Q2 		$50K Buy
1,484
+167
+13% +$5.77K 0.01% 672
2021
Q1 		$43K Hold
1,317
– – 0.01% 718
2020
Q4 		$48K Hold
1,317
– – 0.01% 811
2020
Q3 		$47K Sell
1,317
-1,600
-55% -$58.4K 0.01% 747
2020
Q2 		$99K Sell
2,917
-202
-6% -$6.62K 0.02% 447
2020
Q1 		$94K Hold
3,119
– – 0.02% 418
2019
Q4 		$90K Sell
3,119
-216
-6% -$6.13K 0.02% 476
2019
Q3 		$94K Sell
3,335
-270
-7% -$7.62K 0.02% 503
2019
Q2 		$87K Hold
3,605
– – 0.02% 446
2019
Q1 		$89K Sell
3,605
-752
-17% -$18.8K 0.02% 515
2018
Q4 		$107K Buy
4,357
+752
+21% +$17.7K 0.02% 365
2018
Q3 		$82K Hold
3,605
– – 0.02% 500
2018
Q2 		$86K Hold
3,605
– – 0.02% 476
2018
Q1 		$92K Hold
3,605
– – 0.02% 439
2017
Q4 		$90 Buy
+3,605
New +$88.5K 0.02% 456

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
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
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Capital Group's IAU Position: Q2 2022 in Review

Private Capital Group sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 1,803 shares — an estimated $66K sold.

Private Capital Group first reported a position in IAU in Q4 2017 and held it in 18 quarters. The position peaked at $107K in Q4 2018. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

  • Private Capital Group reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Private Capital Group sold 1,803 iShares Gold Trust shares in Q2 2022, an estimated $66K.
  • Private Capital Group first reported a position in iShares Gold Trust in Q4 2017 and held it in 18 quarters.
  • Private Capital Group's iShares Gold Trust position peaked at $107K in Q4 2018.
  • 1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.