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Rinet Company’s iShares Gold Trust IAU Stock Holding History

Rinet Company’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
Q3 		$237K Buy
7,098
+103
+1% +$3.51K 0.04% 75
2021
Q2 		$236K Buy
6,995
+520
+8% +$18K 0.04% 70
2021
Q1 		$211K Buy
+6,475
New +$221K 0.04% 70

Other funds holding IAU

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rinet Company's IAU Position: Q3 2021 in Review

Rinet Company increased its iShares Gold Trust (IAU) stake by 1.5% in Q3 2021, buying an estimated $3.51K and bringing the position to 7,098 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #75.

Rinet Company first reported a position in IAU in Q1 2021 and has held it in 3 quarters since. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

  • Rinet Company held 7,098 shares of iShares Gold Trust worth $237K as of Q3 2021.
  • Rinet Company bought 103 iShares Gold Trust shares in Q3 2021, an estimated $3.51K.
  • iShares Gold Trust made up 0.04% of Rinet Company's portfolio in Q3 2021, its #75 holding.
  • Rinet Company first reported a position in iShares Gold Trust in Q1 2021 and has held it in 3 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.