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PYA Waltman Capital’s iShares Gold Trust IAU Stock Holding History

PYA Waltman Capital’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
Q4 		– Sell
-875
Closed -$28K – 116
2022
Q3 		$28K Hold
875
– – 0.02% 113
2022
Q2 		$30K Hold
875
– – 0.02% 116
2022
Q1 		$32K Hold
875
– – 0.02% 115
2021
Q4 		$30K Buy
+875
New +$29.9K 0.02% 111

Other funds holding IAU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PYA Waltman Capital's IAU Position: Q4 2022 in Review

PYA Waltman Capital sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 875 shares — an estimated $28K sold.

PYA Waltman Capital first reported a position in IAU in Q4 2021 and held it in 4 quarters. The position peaked at $32K in Q1 2022. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • PYA Waltman Capital reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 875 iShares Gold Trust shares in Q4 2022, an estimated $28K.
  • PYA Waltman Capital first reported a position in iShares Gold Trust in Q4 2021 and held it in 4 quarters.
  • PYA Waltman Capital's iShares Gold Trust position peaked at $32K in Q1 2022.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.