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Clear Perspective Advisors, LLC

SEC CIK
0001704677
Latest filing
Feb 17, 2022

IAU holding history

iShares Gold Trust in every 13F filed by Clear Perspective Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overviewAll 13F holders of IAUFull Q4 2021 holdings

Shares (Q4 2021)
14,693
Value
$511.0K
% of portfolio
0.2%
Quarters held
4
Since Q1 2021
Holdings of IAU by Clear Perspective Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202114,693$511.0K0.2%−250−1.7%ReducedHolders
Q3 202114,943$499.0K0.2%00.0%UnchangedHolders
Q2 202114,943$504.0K0.2%00.0%UnchangedConverted for a 1-for-2 splitHolders
Q1 202129,887$486.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.