SEC 13F Intelligence

Ahrens Investment Partners LLC / IAUUSD

Ahrens Investment Partners LLC’s Ishares Gold Trust Position

Does Ahrens Investment Partners LLC own Ishares Gold Trust (IAUUSD)? Not currently — the last reported position was 138.7K shares worth $2M in Q1 2021; the fund’s latest 13F (Q1 2023) no longer reports it.

Position Value
$2M
Q1 2021
Shares
138.7K
% of Portfolio
+1.14%
Quarters Held
7
position exited

Position History IAUUSD

Reported value by quarter
Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ3 ’20Q4 ’20: $3MQ4 ’20Q1 ’21: $2MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021138.7K$2M+1.14%
Q4 2020143.7K$3M+1.40%
Q3 2020142.9K$3M+1.71%
Q2 2020188.4K$3M+1.95%
Q1 2020167.7K$3M+1.81%
Q4 2019114.9K$2M+0.69%
Q3 2019126.3K$2M+0.79%

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 IAUUSD.