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Canton Hathaway’s iShares Gold Trust IAU Stock Holding History

Canton Hathaway’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
Q1 		– Sell
-2,813
Closed -$98K – 257
2021
Q4 		$98K Hold
2,813
– – 0.03% 145
2021
Q3 		$94K Hold
2,813
– – 0.03% 138
2021
Q2 		$95K Sell
2,813
-1
-0% -$35 0.03% 132
2021
Q1 		$91K Hold
2,814
– – 0.03% 136
2020
Q4 		$102K Hold
2,814
– – 0.03% 138
2020
Q3 		$101K Hold
2,814
– – 0.04% 161
2020
Q2 		$96K Hold
2,814
– – 0.06% 90
2020
Q1 		$85K Hold
2,814
– – 0.06% 85
2019
Q4 		$82K Hold
2,814
– – 0.04% 109
2019
Q3 		$79K Buy
+2,814
New +$79.4K 0.04% 108

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Canton Hathaway's IAU Position: Q1 2022 in Review

Canton Hathaway sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 2,813 shares — an estimated $98K sold.

Canton Hathaway first reported a position in IAU in Q3 2019 and held it in 10 quarters. The position peaked at $102K in Q4 2020. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • Canton Hathaway reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
  • Canton Hathaway sold 2,813 iShares Gold Trust shares in Q1 2022, an estimated $98K.
  • Canton Hathaway first reported a position in iShares Gold Trust in Q3 2019 and held it in 10 quarters.
  • Canton Hathaway's iShares Gold Trust position peaked at $102K in Q4 2020.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Canton Hathaway's 13F filing for Q1 2022, filed 12 Apr 2022.