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Halpern Financial’s iShares Gold Trust IAU Stock Holding History

Halpern Financial’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
2020
Q1 		– Sell
-279
Closed -$8.08K – 173
2019
Q4 		$8.08K Buy
+279
New +$7.91K 0.01% 129

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Halpern Financial's IAU Position: Q1 2020 in Review

Halpern Financial sold out of iShares Gold Trust (IAU) in Q1 2020, closing a stake of 279 shares — an estimated $8.08K sold.

Halpern Financial first reported a position in IAU in Q4 2019 and held it in 1 quarter. The position peaked at $8.08K in Q4 2019. 779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

  • Halpern Financial reported no remaining iShares Gold Trust position as of Q1 2020 after selling out during the quarter.
  • Halpern Financial sold 279 iShares Gold Trust shares in Q1 2020, an estimated $8.08K.
  • Halpern Financial first reported a position in iShares Gold Trust in Q4 2019 and held it in 1 quarter.
  • Halpern Financial's iShares Gold Trust position peaked at $8.08K in Q4 2019.
  • 779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.