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Cannell & Co’s iShares Gold Trust IAU Stock Holding History

Cannell & Co’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
-11,450
Closed -$428K – 269
2023
Q1 		$428K Hold
11,450
– – 0.02% 216
2022
Q4 		$396K Buy
+11,450
New +$376K 0.01% 218
2022
Q3 		– Sell
-13,500
Closed -$463K – 270
2022
Q2 		$463K Hold
13,500
– – 0.02% 211
2022
Q1 		$497K Buy
+13,500
New +$482K 0.01% 224

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

Cannell & Co's IAU Position: Q2 2023 in Review

Cannell & Co sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 11,450 shares — an estimated $428K sold.

Cannell & Co first reported a position in IAU in Q1 2022 and held it in 4 quarters. The position peaked at $497K in Q1 2022. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

  • Cannell & Co reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
  • Cannell & Co sold 11,450 iShares Gold Trust shares in Q2 2023, an estimated $428K.
  • Cannell & Co first reported a position in iShares Gold Trust in Q1 2022 and held it in 4 quarters.
  • Cannell & Co's iShares Gold Trust position peaked at $497K in Q1 2022.
  • 1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Cannell & Co's 13F filing for Q2 2023, filed 9 Aug 2023.