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

Altavista 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
2021 Q4	$289K	Hold	8,297	–	–	0.06%	162
2021 Q3	$277K	Buy	+8,297	New	+$283K	0.06%	159
2021 Q1	–	Sell	-5,925	Closed	-$215K	–	177
2020 Q4	$215K	Hold	5,925	–	–	0.05%	165
2020 Q3	$213K	Hold	5,925	–	–	0.06%	158
2020 Q2	$201K	Sell	5,925 -5,100	-46%	-$167K	0.06%	168
2020 Q1	$332K	Sell	11,025 -1,000	-8%	-$30.2K	0.11%	119
2019 Q4	$349K	Hold	12,025	–	–	0.1%	129
2019 Q3	$339K	Sell	12,025 -1,000	-8%	-$28.2K	0.11%	128
2019 Q2	$352K	Sell	13,025 -1,400	-10%	-$35.1K	0.11%	115
2019 Q1	$357K	Buy	14,425 +1,550	+12%	+$38.7K	0.13%	113
2018 Q4	$316K	Sell	12,875 -650	-5%	-$15.3K	0.13%	115
2018 Q3	$309K	Hold	13,525	–	–	0.12%	123
2018 Q2	$325K	Buy	+13,525	New	+$339K	0.13%	117

Other funds holding IAU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $175B AUM 40.63% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Altavista Wealth Management's IAU Position: Q4 2021 in Review

Altavista Wealth Management held its iShares Gold Trust (IAU) position steady in Q4 2021 at 8,297 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #162.

Altavista Wealth Management first reported a position in IAU in Q2 2018 and has held it in 13 quarters since. The position peaked at $357K in Q1 2019. 982 funds tracked by Wall St. Rank hold IAU as of Q4 2021.

Altavista Wealth Management held 8,297 shares of iShares Gold Trust worth $289K as of Q4 2021.
Altavista Wealth Management left its iShares Gold Trust share count unchanged in Q4 2021.
iShares Gold Trust made up 0.06% of Altavista Wealth Management's portfolio in Q4 2021, its #162 holding.
Altavista Wealth Management first reported a position in iShares Gold Trust in Q2 2018 and has held it in 13 quarters since.
Altavista Wealth Management's iShares Gold Trust position peaked at $357K in Q1 2019.
982 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.