Banque Pictet & Cie’s iShares Gold Trust IAU Stock Holding History

Banque Pictet & Cie’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
2024 Q3	–	Sell	-32,400	Closed	-$1.42M	–	310
2024 Q2	$1.42M	Hold	32,400	–	–	0.01%	205
2024 Q1	$1.36M	Hold	32,400	–	–	0.01%	218
2023 Q4	$1.26M	Hold	32,400	–	–	0.01%	225
2023 Q3	$1.13M	Sell	32,400 -2,559	-7%	-$93.4K	0.01%	255
2023 Q2	$1.27M	Hold	34,959	–	–	0.01%	298
2023 Q1	$1.31M	Hold	34,959	–	–	0.01%	335
2022 Q4	$1.21M	Hold	34,959	–	–	0.01%	374
2022 Q3	$1.1M	Hold	34,959	–	–	0.01%	380
2022 Q2	$1.2K	Hold	34,959	–	–	0.01%	399
2022 Q1	$1.29M	Hold	34,959	–	–	0.01%	406
2021 Q4	$1.22M	Hold	34,959	–	–	0.01%	435
2021 Q3	$1.17M	Buy	34,959 +137	+0.4%	+$4.67K	0.01%	248
2021 Q2	$1.17M	Buy	34,822 +478	+1%	+$16.5K	0.01%	245
2021 Q1	$1.12M	Sell	34,344 -5,807	-14%	-$198K	0.01%	239
2020 Q4	$1.46M	Hold	40,151	–	–	0.02%	206
2020 Q3	$1.45M	Hold	40,151	–	–	0.02%	198
2020 Q2	$1.36M	Buy	40,151 +5,650	+16%	+$185K	0.02%	204
2020 Q1	$1.04M	Buy	34,501 +26,750	+345%	+$809K	0.02%	212
2019 Q4	$225K	Hold	7,751	–	–	﹤0.01%	341
2019 Q3	$219K	Hold	7,751	–	–	﹤0.01%	323
2019 Q2	$209K	Hold	7,751	–	–	﹤0.01%	319
2019 Q1	$192K	Buy	+7,751	New	+$194K	﹤0.01%	317
2015 Q3	–	Sell	-7,500	Closed	-$170K	–	398
2015 Q2	$170K	Hold	7,500	–	–	0.01%	302
2015 Q1	$172K	Hold	7,500	–	–	﹤0.01%	441
2014 Q4	$172K	Hold	7,500	–	–	﹤0.01%	432
2014 Q3	$176K	Hold	7,500	–	–	﹤0.01%	431
2014 Q2	$193K	Hold	7,500	–	–	﹤0.01%	430
2014 Q1	$187K	Hold	7,500	–	–	0.01%	396
2013 Q4	$175K	Buy	+7,500	New	+$185K	0.01%	329

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Banque Pictet & Cie's IAU Position: Q3 2024 in Review

Banque Pictet & Cie sold out of iShares Gold Trust (IAU) in Q3 2024, closing a stake of 32,400 shares — an estimated $1.42M sold.

Banque Pictet & Cie first reported a position in IAU in Q4 2013 and held it in 29 quarters. The position peaked at $1.46M in Q4 2020. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

Banque Pictet & Cie reported no remaining iShares Gold Trust position as of Q3 2024 after selling out during the quarter.
Banque Pictet & Cie sold 32,400 iShares Gold Trust shares in Q3 2024, an estimated $1.42M.
Banque Pictet & Cie first reported a position in iShares Gold Trust in Q4 2013 and held it in 29 quarters.
Banque Pictet & Cie's iShares Gold Trust position peaked at $1.46M in Q4 2020.
1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Banque Pictet & Cie's 13F filing for Q3 2024, filed 21 Oct 2024.