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Baron Financial Group’s iShares Gold Trust IAU Stock Holding History

Baron Financial Group’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
2022
Q3 		– Sell
-2,622
Closed -$90K – 115
2022
Q2 		$90K Hold
2,622
– – 0.06% 64
2022
Q1 		$96.6K Hold
2,622
– – 0.06% 66
2021
Q4 		$91.3K Hold
2,622
– – 0.05% 70
2021
Q3 		$87.6K Hold
2,622
– – 0.05% 70
2021
Q2 		$88.4K Sell
2,622
-1
-0% -$35 0.06% 72
2021
Q1 		$85.3K Hold
2,623
– – 0.06% 73
2020
Q4 		$95.1K Hold
2,623
– – 0.08% 65
2020
Q3 		$94.4K Buy
+2,623
New +$95.8K 0.09% 61

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Baron Financial Group's IAU Position: Q3 2022 in Review

Baron Financial Group sold out of iShares Gold Trust (IAU) in Q3 2022, closing a stake of 2,622 shares — an estimated $90K sold.

Baron Financial Group first reported a position in IAU in Q3 2020 and held it in 8 quarters. The position peaked at $96.6K in Q1 2022. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

  • Baron Financial Group reported no remaining iShares Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 2,622 iShares Gold Trust shares in Q3 2022, an estimated $90K.
  • Baron Financial Group first reported a position in iShares Gold Trust in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's iShares Gold Trust position peaked at $96.6K in Q1 2022.
  • 959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.