Coronation Fund Managers’s iShares Gold Trust IAU Stock Holding History

Coronation Fund Managers’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 Q2	–	Sell	-18,374	Closed	-$687K	–	184
2023 Q1	$687K	Sell	18,374 -7,869	-30%	-$282K	0.02%	175
2022 Q4	$908K	Hold	26,243	–	–	0.03%	177
2022 Q3	$827K	Sell	26,243 -4,162	-14%	-$136K	0.04%	84
2022 Q2	$1.04M	Sell	30,405 -4,530	-13%	-$161K	0.06%	80
2022 Q1	$1.29M	Hold	34,935	–	–	0.05%	73
2021 Q4	$1.22M	Hold	34,935	–	–	0.04%	64
2021 Q3	$1.17M	Hold	34,935	–	–	0.04%	59
2021 Q2	$1.18M	Hold	34,935	–	–	0.04%	58
2021 Q1	$1.14M	Buy	+34,935	New	+$1.19M	0.04%	59

Other funds holding IAU

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Coronation Fund Managers's IAU Position: Q2 2023 in Review

Coronation Fund Managers sold out of iShares Gold Trust (IAU) in Q2 2023, closing a stake of 18,374 shares — an estimated $687K sold.

Coronation Fund Managers first reported a position in IAU in Q1 2021 and held it in 9 quarters. The position peaked at $1.29M in Q1 2022. 1,064 funds tracked by Wall St. Rank hold IAU as of Q2 2023.

Coronation Fund Managers reported no remaining iShares Gold Trust position as of Q2 2023 after selling out during the quarter.
Coronation Fund Managers sold 18,374 iShares Gold Trust shares in Q2 2023, an estimated $687K.
Coronation Fund Managers first reported a position in iShares Gold Trust in Q1 2021 and held it in 9 quarters.
Coronation Fund Managers's iShares Gold Trust position peaked at $1.29M in Q1 2022.
1,064 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2023.

Based on Coronation Fund Managers's 13F filing for Q2 2023, filed 27 Jul 2023.