Credit Suisse’s iShares Gold Trust IAU Stock Holding History

Credit Suisse’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 Q1	$289K	Sell	6,889 -14,259	-67%	-$559K	﹤0.01%	2835
2023 Q4	$825K	Sell	21,148 -4,011	-16%	-$150K	﹤0.01%	2458
2023 Q3	$880K	Buy	25,159 +13,063	+108%	+$477K	﹤0.01%	2361
2023 Q2	$440K	Sell	12,096 -11,903	-50%	-$446K	﹤0.01%	2842
2023 Q1	$897K	Buy	23,999 +2,954	+14%	+$106K	﹤0.01%	2397
2022 Q4	$728K	Sell	21,045 -13,102	-38%	-$430K	﹤0.01%	2559
2022 Q3	$1.08M	Sell	34,147 -6,434	-16%	-$211K	﹤0.01%	2280
2022 Q2	$1.39M	Sell	40,581 -95,792	-70%	-$3.41M	﹤0.01%	2156
2022 Q1	$5.02M	Buy	136,373 +120,416	+755%	+$4.3M	﹤0.01%	1442
2021 Q4	$555K	Buy	15,957 +2,145	+16%	+$73.3K	﹤0.01%	3743
2021 Q3	$461K	Sell	13,812 -62,049	-82%	-$2.11M	﹤0.01%	3856
2021 Q2	$2.56M	Sell	75,861 -86,037	-53%	-$2.97M	﹤0.01%	2660
2021 Q1	$5.26M	Sell	161,898 -323,301	-67%	-$11M	﹤0.01%	2027
2020 Q4	$17.6M	Buy	485,199 +290,363	+149%	+$10.4M	0.01%	1244
2020 Q3	$7.01M	Sell	194,836 -21,829	-10%	-$797K	﹤0.01%	1574
2020 Q2	$7.36M	Buy	216,665 +196,841	+993%	+$6.45M	0.01%	1464
2020 Q1	$598K	Buy	19,824 +13,374	+207%	+$404K	﹤0.01%	3005
2019 Q4	$188K	Buy	+6,450	New	+$183K	﹤0.01%	3997
2016 Q1	–	Sell	-108,181	Closed	-$2.21M	–	4120
2015 Q4	$2.21M	Sell	108,181 -21,057	-16%	-$449K	﹤0.01%	2218
2015 Q3	$2.79M	Sell	129,238 -36,133	-22%	-$785K	﹤0.01%	2007
2015 Q2	$3.75M	Sell	165,371 -8,590	-5%	-$198K	﹤0.01%	1995
2015 Q1	$3.98M	Sell	173,961 -55,422	-24%	-$1.31M	﹤0.01%	1847
2014 Q4	$5.25M	Sell	229,383 -195,301	-46%	-$4.54M	﹤0.01%	1720
2014 Q3	$9.94M	Buy	424,684 +7,512	+2%	+$186K	0.01%	1290
2014 Q2	$10.7M	Buy	417,172 +52,756	+14%	+$1.32M	0.01%	1340
2014 Q1	$9.07M	Sell	364,416 -97,947	-21%	-$2.46M	0.01%	1320
2013 Q4	$10.8M	Buy	462,363 +39,810	+9%	+$983K	0.01%	1214
2013 Q3	$10.9M	Buy	422,553 +68,394	+19%	+$1.77M	0.01%	1080
2013 Q2	$8.49M	Buy	+354,159	New	+$9.75M	0.01%	1230

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

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

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

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

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

Credit Suisse's IAU Position: Q1 2024 in Review

Credit Suisse reduced its iShares Gold Trust (IAU) stake by 67% in Q1 2024, selling an estimated $559K and leaving 6,889 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Credit Suisse first reported a position in IAU in Q2 2013 and has held it in 29 quarters since. The position peaked at $17.6M in Q4 2020. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

Credit Suisse held 6,889 shares of iShares Gold Trust worth $289K as of Q1 2024.
Credit Suisse sold 14,259 iShares Gold Trust shares in Q1 2024, an estimated $559K.
iShares Gold Trust made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2835 holding.
Credit Suisse first reported a position in iShares Gold Trust in Q2 2013 and has held it in 29 quarters since.
Credit Suisse's iShares Gold Trust position peaked at $17.6M in Q4 2020.
1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.