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Aldebaran Financial’s iShares Gold Trust IAU Stock Holding History

Aldebaran Financial’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
Q3 		– Sell
-2,901
Closed -$481K – 91
2021
Q2 		$481K Buy
2,901
+1,410
+95% +$48.7K 0.4% 55
2021
Q1 		$477K Buy
1,491
+23
+2% +$786 0.42% 52
2020
Q4 		$524K Sell
1,468
-128
-8% -$4.58K 0.49% 49
2020
Q3 		$565K Buy
1,596
+620
+64% +$22.6K 0.59% 45
2020
Q2 		$327K Hold
976
– – 0.38% 61
2020
Q1 		$289K Sell
976
-42
-4% -$1.27K 0.28% 73
2019
Q4 		$280K Hold
1,018
– – 0.21% 83
2019
Q3 		$273K Sell
1,018
-37
-4% -$1.04K 0.18% 83
2019
Q2 		$271K Sell
1,055
-100
-9% -$2.51K 0.19% 87
2019
Q1 		$273K Buy
1,155
+42
+4% +$1.05K 0.19% 90
2018
Q4 		$270K Hold
1,113
– – 0.21% 88
2018
Q3 		$251K Sell
1,113
-125
-10% -$2.9K 0.16% 90
2018
Q2 		$294K Hold
1,238
– – 0.2% 87
2018
Q1 		$311K Sell
1,238
-5
-0.4% -$128 0.21% 85
2017
Q4 		$307K Sell
1,243
-248
-17% -$6.08K 0.2% 83
2017
Q3 		$362K Buy
1,491
+100
+7% +$2.46K 0.25% 79
2017
Q2 		$328K Sell
1,391
-124
-8% -$3K 0.24% 79
2017
Q1 		$360K Sell
1,515
-738
-33% -$17.3K 0.27% 76
2016
Q4 		$346K Buy
2,253
+112
+5% +$2.63K 0.27% 79
2016
Q3 		$368K Sell
2,141
-57
-3% -$1.47K 0.29% 77
2016
Q2 		$398K Buy
2,198
+750
+52% +$18.2K 0.32% 73
2016
Q1 		$341K Buy
1,448
+285
+25% +$6.52K 0.3% 75
2015
Q4 		$239K Buy
+1,163
New +$24.8K 0.22% 84
2015
Q3 		– Sell
-1,106
Closed -$248K – 104
2015
Q2 		$248K Buy
1,106
+61
+6% +$1.41K 0.21% 89
2015
Q1 		$238K Sell
1,045
-18
-2% -$424 0.2% 95
2014
Q4 		$241K Sell
1,063
-307
-22% -$7.14K 0.21% 99
2014
Q3 		$318K Sell
1,370
-275
-17% -$6.83K 0.28% 89
2014
Q2 		$421K Buy
+1,645
New +$41.1K 0.33% 81

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aldebaran Financial's IAU Position: Q3 2021 in Review

Aldebaran Financial sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 2,901 shares — an estimated $481K sold.

Aldebaran Financial first reported a position in IAU in Q2 2014 and held it in 28 quarters. The position peaked at $565K in Q3 2020. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

  • Aldebaran Financial reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Aldebaran Financial sold 2,901 iShares Gold Trust shares in Q3 2021, an estimated $481K.
  • Aldebaran Financial first reported a position in iShares Gold Trust in Q2 2014 and held it in 28 quarters.
  • Aldebaran Financial's iShares Gold Trust position peaked at $565K in Q3 2020.
  • 879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Aldebaran Financial's 13F filing for Q3 2021, filed 21 Oct 2021.