Balyasny Asset Management
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Balyasny Asset Management’s iShares Gold Trust IAU Stock Holding History

Balyasny Asset 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
2023
Q2 		– Sell
-27,521
Closed -$1.03M – 2503
2023
Q1 		$1.03M Buy
+27,521
New +$988K ﹤0.01% 1727

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Balyasny Asset Management's IAU Position: Q2 2023 in Review

Balyasny Asset Management sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 27,521 shares — an estimated $1.03M sold.

Balyasny Asset Management first reported a position in IAU in Q1 2023 and held it in 1 quarter. The position peaked at $1.03M in Q1 2023. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

  • Balyasny Asset Management reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
  • Balyasny Asset Management sold 27,521 iShares Gold Trust shares in Q2 2023, an estimated $1.03M.
  • Balyasny Asset Management first reported a position in iShares Gold Trust in Q1 2023 and held it in 1 quarter.
  • Balyasny Asset Management's iShares Gold Trust position peaked at $1.03M in Q1 2023.
  • 1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Balyasny Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.