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QCM Cayman’s iShares Gold Trust IAU Stock Holding History

QCM Cayman’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
Q4 		– Sell
-47,936
Closed -$1.6M – 94
2021
Q3 		$1.6M Buy
+47,936
New +$1.63M 4.38% 1
2021
Q1 		– Sell
-14,453
Closed -$524K – 180
2020
Q4 		$524K Sell
14,453
-914
-6% -$32.7K 0.54% 41
2020
Q3 		$553K Buy
+15,367
New +$561K 0.96% 13
2013
Q4 		– Sell
-11,336
Closed -$292K – 131
2013
Q3 		$292K Buy
+11,336
New +$293K 0.18% 117

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

QCM Cayman's IAU Position: Q4 2021 in Review

QCM Cayman sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 47,936 shares — an estimated $1.6M sold.

QCM Cayman first reported a position in IAU in Q3 2013 and held it in 4 quarters. The position peaked at $1.6M in Q3 2021. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

  • QCM Cayman reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
  • QCM Cayman sold 47,936 iShares Gold Trust shares in Q4 2021, an estimated $1.6M.
  • QCM Cayman first reported a position in iShares Gold Trust in Q3 2013 and held it in 4 quarters.
  • QCM Cayman's iShares Gold Trust position peaked at $1.6M in Q3 2021.
  • 982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on QCM Cayman's 13F filing for Q4 2021, filed 11 Feb 2022.