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Hatton Consulting’s iShares Gold Trust IAU Stock Holding History

Hatton Consulting’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 		$5.33M Buy
159,680
+4,480
+3% +$153K 3.97% 8
2021
Q2 		$5.23M Buy
155,200
+34,219
+28% +$1.18M 4.1% 8
2021
Q1 		$3.93M Buy
+120,981
New +$4.13M 3.61% 8

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hatton Consulting's IAU Position: Q3 2021 in Review

Hatton Consulting increased its iShares Gold Trust (IAU) stake by 2.9% in Q3 2021, buying an estimated $153K and bringing the position to 159,680 shares worth $5.33M. The position accounts for 3.97% of the portfolio, ranked #8.

Hatton Consulting first reported a position in IAU in Q1 2021 and has held it in 3 quarters since. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

  • Hatton Consulting held 159,680 shares of iShares Gold Trust worth $5.33M as of Q3 2021.
  • Hatton Consulting bought 4,480 iShares Gold Trust shares in Q3 2021, an estimated $153K.
  • iShares Gold Trust made up 3.97% of Hatton Consulting's portfolio in Q3 2021, its #8 holding.
  • Hatton Consulting first reported a position in iShares Gold Trust in Q1 2021 and has held it in 3 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.