SVA Wealth Management’s iShares Gold Trust IAU Stock Holding History

SVA Wealth 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
2020 Q4	$1.23M	Buy	+34,029	New	+$1.22M	0.11%	119

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SVA Wealth Management's IAU Position: Q4 2020 in Review

SVA Wealth Management opened a new position in iShares Gold Trust (IAU) in Q4 2020: 34,029 shares worth $1.23M. The stake represents 0.11% of the portfolio and ranks #119 among its holdings.

969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

SVA Wealth Management held 34,029 shares of iShares Gold Trust worth $1.23M as of Q4 2020.
iShares Gold Trust was a new SVA Wealth Management position in Q4 2020.
iShares Gold Trust made up 0.11% of SVA Wealth Management's portfolio in Q4 2020, its #119 holding.
969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.