Hayden Royal’s iShares Gold Trust IAU Stock Holding History

Hayden Royal’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	–	Sell	-51,352	Closed	-$1.73M	–	135
2021 Q2	$1.73M	Sell	51,352 -4,001	-7%	-$138K	0.95%	24
2021 Q1	$1.8M	Sell	55,353 -3,289	-6%	-$112K	1.03%	23
2020 Q4	$2.13M	Buy	58,642 +14,227	+32%	+$509K	1.16%	16
2020 Q3	$1.6M	Buy	44,415 +24,669	+125%	+$901K	0.85%	29
2020 Q2	$671K	Buy	19,746 +2,992	+18%	+$98K	0.38%	61
2020 Q1	$505K	Sell	16,754 -1,619	-9%	-$48.9K	0.3%	90
2019 Q4	$563K	Sell	18,373 -4,663	-20%	-$132K	0.29%	89
2019 Q3	$650K	Hold	23,036	–	–	0.57%	61
2019 Q2	$620K	Sell	23,036 -120	-0.5%	-$3.01K	0.66%	45
2019 Q1	$573K	Sell	23,156 -14,991	-39%	-$374K	0.75%	43
2018 Q4	$938K	Buy	+38,147	New	+$898K	0.48%	49

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hayden Royal's IAU Position: Q3 2021 in Review

Hayden Royal sold out of iShares Gold Trust (IAU) in Q3 2021, closing a stake of 51,352 shares — an estimated $1.73M sold.

Hayden Royal first reported a position in IAU in Q4 2018 and held it in 11 quarters. The position peaked at $2.13M in Q4 2020. 879 funds tracked by Wall St. Rank hold IAU as of Q3 2021.

Hayden Royal reported no remaining iShares Gold Trust position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 51,352 iShares Gold Trust shares in Q3 2021, an estimated $1.73M.
Hayden Royal first reported a position in iShares Gold Trust in Q4 2018 and held it in 11 quarters.
Hayden Royal's iShares Gold Trust position peaked at $2.13M in Q4 2020.
879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.