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Tiedemann Advisors’s iShares Gold Trust IAU Stock Holding History

Tiedemann Advisors’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
Q3 		$45.2M Sell
1,292,064
-35,122
-3% -$1.28M 1.94% 10
2023
Q2 		$48.3M Sell
1,327,186
-7,640
-0.6% -$286K 2.05% 10
2023
Q1 		$49.9M Sell
1,334,826
-26,548
-2% -$953K 2.27% 10
2022
Q4 		$47.1M Sell
1,361,374
-242,171
-15% -$7.95M 2.26% 11
2022
Q3 		$50.6M Sell
1,603,545
-353,189
-18% -$11.6M 3.07% 8
2022
Q2 		$67.1M Buy
1,956,734
+140,157
+8% +$4.99M 5.05% 4
2022
Q1 		$66.9M Sell
1,816,577
-148,281
-8% -$5.3M 3.4% 6
2021
Q4 		$68.4M Sell
1,964,858
-182,666
-9% -$6.24M 3.33% 7
2021
Q3 		$71.7M Sell
2,147,524
-151,944
-7% -$5.18M 3.82% 6
2021
Q2 		$77.5M Buy
2,299,468
+160,093
+7% +$5.53M 3.1% 8
2021
Q1 		$69.6M Buy
2,139,375
+161,093
+8% +$5.51M 3.05% 8
2020
Q4 		$71.7M Buy
1,978,282
+142,945
+8% +$5.12M 3.47% 9
2020
Q3 		$66M Buy
1,835,337
+27,669
+2% +$1.01M 3.19% 9
2020
Q2 		$61.4M Buy
1,807,668
+98,773
+6% +$3.24M 3.26% 9
2020
Q1 		$51.5M Buy
1,708,895
+623,321
+57% +$18.8M 3.33% 8
2019
Q4 		$31.5M Buy
1,085,574
+310,180
+40% +$8.8M 1.51% 12
2019
Q3 		$21.9M Buy
775,394
+770,394
+15,408% +$21.7M 1.05% 25
2019
Q2 		$135K Sell
5,000
-1,350
-21% -$33.8K 0.01% 287
2019
Q1 		$157K Sell
6,350
-382
-6% -$9.54K 0.01% 434
2018
Q4 		$165K Buy
6,732
+1,732
+35% +$40.8K 0.01% 411
2018
Q3 		$114K Hold
5,000
– – 0.01% 302
2018
Q2 		$120K Hold
5,000
– – 0.01% 289
2018
Q1 		$127K Hold
5,000
– – 0.01% 259
2017
Q4 		$125K Hold
5,000
– – 0.01% 217
2017
Q3 		$127K Hold
5,000
– – 0.01% 332
2017
Q2 		$119K Hold
5,000
– – 0.01% 436
2017
Q1 		$120K Hold
5,000
– – 0.01% 381
2016
Q4 		$111K Buy
+5,000
New +$117K 0.01% 310

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tiedemann Advisors's IAU Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares Gold Trust (IAU) stake by 2.6% in Q3 2023, selling an estimated $1.28M and leaving 1,292,064 shares worth $45.2M. The position accounts for 1.94% of the portfolio, ranked #10.

Tiedemann Advisors first reported a position in IAU in Q4 2016 and has held it in 28 quarters since. The position peaked at $77.5M in Q2 2021. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • Tiedemann Advisors held 1,292,064 shares of iShares Gold Trust worth $45.2M as of Q3 2023.
  • Tiedemann Advisors sold 35,122 iShares Gold Trust shares in Q3 2023, an estimated $1.28M.
  • iShares Gold Trust made up 1.94% of Tiedemann Advisors's portfolio in Q3 2023, its #10 holding.
  • Tiedemann Advisors first reported a position in iShares Gold Trust in Q4 2016 and has held it in 28 quarters since.
  • Tiedemann Advisors's iShares Gold Trust position peaked at $77.5M in Q2 2021.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.