SEC 13F Intelligence

Ahrens Investment Partners LLC / IAU*

Ahrens Investment Partners LLC’s Ishares Gold Tr Position

Does Ahrens Investment Partners LLC own Ishares Gold Tr (IAU*)? Yes — 64.8K shares worth $2M (+1.20% of its 13F portfolio) as of Q1 2023, up from 63.0K shares the prior filed quarter.

Position Value
$2M
Q1 2023
Shares
64.8K
% of Portfolio
+1.20%
Quarters Held
8
currently held

Position History IAU*

Reported value by quarter
Q2 ’21: $2MQ2 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $11MQ1 ’22Q2 ’22: $5MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202364.8K$2M+1.20%
Q4 202263.0K$2M+0.99%
Q3 202262.1K$2M+1.03%
Q2 2022135.0K$5M+2.04%
Q1 2022296.4K$11M+3.44%
Q4 202151.3K$2M+0.79%
Q3 202155.8K$2M+0.89%
Q2 202161.4K$2M+0.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ahrens Investment Partners LLC’s full portfolio or all institutional holders of IAU*.