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SVB Investment Services’s iShares Gold Trust IAU Stock Holding History

SVB Investment Services’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
Q1 		– Sell
-1,918
Closed -$70K – 41
2020
Q4 		$70K Hold
1,918
– – 0.05% 49
2020
Q3 		$69K Hold
1,918
– – 0.06% 47
2020
Q2 		$65K Sell
1,918
-1,043
-35% -$34.2K 0.06% 44
2020
Q1 		$89K Hold
2,961
– – 0.08% 40
2019
Q4 		$86K Buy
+2,961
New +$84K 0.08% 42

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SVB Investment Services's IAU Position: Q1 2021 in Review

SVB Investment Services sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 1,918 shares — an estimated $70K sold.

SVB Investment Services first reported a position in IAU in Q4 2019 and held it in 5 quarters. The position peaked at $89K in Q1 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

  • SVB Investment Services reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
  • SVB Investment Services sold 1,918 iShares Gold Trust shares in Q1 2021, an estimated $70K.
  • SVB Investment Services first reported a position in iShares Gold Trust in Q4 2019 and held it in 5 quarters.
  • SVB Investment Services's iShares Gold Trust position peaked at $89K in Q1 2020.
  • 952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.