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Ratan Capital Management’s iShares Gold Trust IAU Stock Holding History

Ratan Capital Management’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
Q1 		– Sell
-522,400
Closed -$18.9M – 150
2020
Q4 		$18.9M Hold
522,400
– – 2.21% 11
2020
Q3 		$18.8M Buy
+522,400
New +$19.1M 2.77% 8

Other funds holding IAU

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ratan Capital Management's IAU Position: Q1 2021 in Review

Ratan Capital Management sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 522,400 shares — an estimated $18.9M sold.

Ratan Capital Management first reported a position in IAU in Q3 2020 and held it in 2 quarters. The position peaked at $18.9M in Q4 2020. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

  • Ratan Capital Management reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Ratan Capital Management sold 522,400 iShares Gold Trust shares in Q1 2021, an estimated $18.9M.
  • Ratan Capital Management first reported a position in iShares Gold Trust in Q3 2020 and held it in 2 quarters.
  • Ratan Capital Management's iShares Gold Trust position peaked at $18.9M in Q4 2020.
  • 952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Ratan Capital Management's 13F filing for Q1 2021, filed 21 May 2021.