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Danda Trouve Investment Management’s iShares Gold Trust IAU Stock Holding History

Danda Trouve Investment 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
2021
Q3 		– Sell
-300
Closed -$10K – 179
2021
Q2 		$10K Buy
+300
New +$10.4K 0.01% 121

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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Danda Trouve Investment Management's IAU Position: Q3 2021 in Review

Danda Trouve Investment Management sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 300 shares — an estimated $10K sold.

Danda Trouve Investment Management first reported a position in IAU in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

  • Danda Trouve Investment Management reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Danda Trouve Investment Management sold 300 iShares Gold Trust shares in Q3 2021, an estimated $10K.
  • Danda Trouve Investment Management first reported a position in iShares Gold Trust in Q2 2021 and held it in 1 quarter.
  • Danda Trouve Investment Management's iShares Gold Trust position peaked at $10K in Q2 2021.
  • 879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Danda Trouve Investment Management's 13F filing for Q3 2021, filed 1 Nov 2021.