DIM
IAU icon

Delta Investment Management’s iShares Gold Trust IAU Stock Holding History

Delta 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
Q1 		– Sell
-15,019
Closed -$544K – 175
2020
Q4 		$544K Buy
15,019
+4,777
+47% +$171K 0.17% 99
2020
Q3 		$368K Sell
10,242
-10,519
-51% -$384K 0.2% 79
2020
Q2 		$705K Buy
20,761
+11,212
+117% +$367K 0.29% 66
2020
Q1 		$287K Buy
+9,549
New +$289K 0.22% 61

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Delta Investment Management's IAU Position: Q1 2021 in Review

Delta Investment Management sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 15,019 shares — an estimated $544K sold.

Delta Investment Management first reported a position in IAU in Q1 2020 and held it in 4 quarters. The position peaked at $705K in Q2 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

  • Delta Investment Management reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Delta Investment Management sold 15,019 iShares Gold Trust shares in Q1 2021, an estimated $544K.
  • Delta Investment Management first reported a position in iShares Gold Trust in Q1 2020 and held it in 4 quarters.
  • Delta Investment Management's iShares Gold Trust position peaked at $705K in Q2 2020.
  • 952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Delta Investment Management's 13F filing for Q1 2021, filed 14 May 2021.