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TCTC Holdings’s iShares Gold Trust IAU Stock Holding History

TCTC Holdings’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
-1,300
Closed -$43K – 452
2021
Q3 		$43K Buy
+1,300
New +$44.3K ﹤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

TCTC Holdings's IAU Position: Q4 2021 in Review

TCTC Holdings sold out of iShares Gold Trust (IAU) in Q4 2021, closing a stake of 1,300 shares — an estimated $43K sold.

TCTC Holdings first reported a position in IAU in Q3 2021 and held it in 1 quarter. The position peaked at $43K in Q3 2021. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

  • TCTC Holdings reported no remaining iShares Gold Trust position as of Q4 2021 after selling out during the quarter.
  • TCTC Holdings sold 1,300 iShares Gold Trust shares in Q4 2021, an estimated $43K.
  • TCTC Holdings first reported a position in iShares Gold Trust in Q3 2021 and held it in 1 quarter.
  • TCTC Holdings's iShares Gold Trust position peaked at $43K in Q3 2021.
  • 982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on TCTC Holdings's 13F filing for Q4 2021, filed 9 Feb 2022.