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H.L. Ormond & Company’s iShares Gold Trust IAU Stock Holding History

H.L. Ormond & Company’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
Q3 		$410K Sell
12,996
-7,959
-38% -$261K 0.66% 69
2022
Q2 		$719K Buy
20,955
+284
+1% +$10.1K 1.16% 37
2022
Q1 		$761K Sell
20,671
-91
-0.4% -$3.25K 0.93% 51
2021
Q4 		$721K Buy
+20,762
New +$710K 0.85% 56

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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

H.L. Ormond & Company's IAU Position: Q3 2022 in Review

H.L. Ormond & Company reduced its iShares Gold Trust (IAU) stake by 38% in Q3 2022, selling an estimated $261K and leaving 12,996 shares worth $410K. The position accounts for 0.66% of the portfolio, ranked #69.

H.L. Ormond & Company first reported a position in IAU in Q4 2021 and has held it in 4 quarters since. The position peaked at $761K in Q1 2022. 959 funds tracked by Wall St. Rank hold IAU as of Q3 2022.

  • H.L. Ormond & Company held 12,996 shares of iShares Gold Trust worth $410K as of Q3 2022.
  • H.L. Ormond & Company sold 7,959 iShares Gold Trust shares in Q3 2022, an estimated $261K.
  • iShares Gold Trust made up 0.66% of H.L. Ormond & Company's portfolio in Q3 2022, its #69 holding.
  • H.L. Ormond & Company first reported a position in iShares Gold Trust in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's iShares Gold Trust position peaked at $761K in Q1 2022.
  • 959 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.