Cardan Capital Partners’s iShares Gold Trust IAU Stock Holding History

Cardan Capital Partners’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 Q3	$3.15M	Buy	94,132 +939	+1%	+$32K	0.35%	77
2021 Q2	$3.14M	Buy	93,193 +1,212	+1%	+$41.9K	0.35%	87
2021 Q1	$2.99M	Buy	91,981 +2,246	+3%	+$76.8K	0.36%	84
2020 Q4	$3.25M	Buy	89,735 +3,417	+4%	+$122K	0.4%	77
2020 Q3	$3.11M	Buy	86,318 +4,222	+5%	+$154K	0.41%	82
2020 Q2	$2.79M	Buy	82,096 +6,443	+9%	+$211K	0.4%	86
2020 Q1	$2.28M	Buy	+75,653	New	+$2.29M	0.38%	73
2016 Q4	–	Sell	-8,988	Closed	-$228K	–	115
2016 Q3	$228K	Buy	8,988 +992	+12%	+$25.5K	0.05%	102
2016 Q2	$204K	Buy	7,996 +578	+8%	+$14K	0.05%	91
2016 Q1	$176K	Buy	+7,418	New	+$170K	0.04%	86

Other funds holding IAU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cardan Capital Partners's IAU Position: Q3 2021 in Review

Cardan Capital Partners increased its iShares Gold Trust (IAU) stake by 1% in Q3 2021, buying an estimated $32K and bringing the position to 94,132 shares worth $3.15M. The position accounts for 0.35% of the portfolio, ranked #77.

Cardan Capital Partners first reported a position in IAU in Q1 2016 and has held it in 10 quarters since. The position peaked at $3.25M in Q4 2020. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

Cardan Capital Partners held 94,132 shares of iShares Gold Trust worth $3.15M as of Q3 2021.
Cardan Capital Partners bought 939 iShares Gold Trust shares in Q3 2021, an estimated $32K.
iShares Gold Trust made up 0.35% of Cardan Capital Partners's portfolio in Q3 2021, its #77 holding.
Cardan Capital Partners first reported a position in iShares Gold Trust in Q1 2016 and has held it in 10 quarters since.
Cardan Capital Partners's iShares Gold Trust position peaked at $3.25M in Q4 2020.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.