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HAP Trading’s iShares Gold Trust IAU Stock Holding History

HAP Trading’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
2023
Q1 		– Sell
-10,496
Closed -$377K – 1422
2022
Q4 		$363K Sell
10,496
-2,000
-16% -$65.7K 0.04% 341
2022
Q3 		$394K Buy
+12,496
New +$410K 0.03% 406
2022
Q2 		– Sell
-17,596
Closed -$626K – 2139
2022
Q1 		$648K Sell
17,596
-7,100
-29% -$254K 0.03% 460
2021
Q4 		$860K Sell
24,696
-3,300
-12% -$113K 0.02% 524
2021
Q3 		$935K Sell
27,996
-6,150
-18% -$210K 0.03% 483
2021
Q2 		$1.15M Sell
34,146
-15,850
-32% -$548K 0.04% 419
2021
Q1 		$1.63M Sell
49,996
-47,850
-49% -$1.64M 0.09% 213
2020
Q4 		$3.55M Buy
97,846
+41,490
+74% +$1.48M 0.1% 172
2020
Q3 		$2.03M Buy
56,356
+45,360
+413% +$1.66M 0.1% 159
2020
Q2 		$374K Sell
10,996
-2,300
-17% -$75.4K 0.02% 512
2020
Q1 		$401K Sell
13,296
-3,104
-19% -$93.8K 0.03% 382
2019
Q4 		$476K Buy
16,400
+3,350
+26% +$95K 0.03% 327
2019
Q3 		$368K Buy
+13,050
New +$368K 0.03% 370

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HAP Trading's IAU Position: Q1 2023 in Review

HAP Trading sold out of iShares Gold Trust (IAU) in Q1 2023, closing a stake of 10,496 shares — an estimated $377K sold.

HAP Trading first reported a position in IAU in Q3 2019 and held it in 13 quarters. The position peaked at $3.55M in Q4 2020. 1,037 funds tracked by Wall St. Rank hold IAU as of Q1 2023.

  • HAP Trading reported no remaining iShares Gold Trust position as of Q1 2023 after selling out during the quarter.
  • HAP Trading sold 10,496 iShares Gold Trust shares in Q1 2023, an estimated $377K.
  • HAP Trading first reported a position in iShares Gold Trust in Q3 2019 and held it in 13 quarters.
  • HAP Trading's iShares Gold Trust position peaked at $3.55M in Q4 2020.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2023.

Based on HAP Trading's 13F filing for Q1 2023, filed 12 May 2023.