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Silvercrest Asset Management’s iShares Gold Trust IAU Stock Holding History

Silvercrest Asset Management’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
-7,650
Closed -$256K – 850
2021
Q3 		$256K Buy
+7,650
New +$261K ﹤0.01% 775
2013
Q3 		– Sell
-27,450
Closed -$658K – 459
2013
Q2 		$658K Buy
+27,450
New +$756K 0.01% 318

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

Silvercrest Asset Management's IAU Position: Q4 2021 in Review

Silvercrest Asset Management sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 7,650 shares — an estimated $256K sold.

Silvercrest Asset Management first reported a position in IAU in Q2 2013 and held it in 2 quarters. The position peaked at $658K in Q2 2013. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

  • Silvercrest Asset Management reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
  • Silvercrest Asset Management sold 7,650 iShares Gold Trust shares in Q4 2021, an estimated $256K.
  • Silvercrest Asset Management first reported a position in iShares Gold Trust in Q2 2013 and held it in 2 quarters.
  • Silvercrest Asset Management's iShares Gold Trust position peaked at $658K in Q2 2013.
  • 982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on Silvercrest Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.