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Eaton Vance Management’s iShares Gold Trust IAU Stock Holding History

Eaton Vance Management’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
2022
Q2 		– Sell
-6,793
Closed -$250K – 1687
2022
Q1 		$250K Buy
6,793
+476
+8% +$17K ﹤0.01% 1676
2021
Q4 		$220K Buy
6,317
+22
+0.3% +$752 ﹤0.01% 1534
2021
Q3 		$158K Sell
6,295
-13,635
-68% -$465K ﹤0.01% 1365
2021
Q2 		$673K Sell
19,930
-1,977
-9% -$68.3K ﹤0.01% 1274
2021
Q1 		$712K Sell
21,907
-11,586
-35% -$396K ﹤0.01% 1203
2020
Q4 		$1.21M Buy
33,493
+11,853
+55% +$424K ﹤0.01% 1034
2020
Q3 		$779K Hold
21,640
– – ﹤0.01% 1050
2020
Q2 		$735K Buy
21,640
+2,669
+14% +$87.5K ﹤0.01% 1033
2020
Q1 		$572K Buy
18,971
+2,778
+17% +$84K ﹤0.01% 1036
2019
Q4 		$470K Buy
16,193
+3,324
+26% +$94.3K ﹤0.01% 1137
2019
Q3 		$363K Buy
12,869
+96
+0.8% +$2.71K ﹤0.01% 1170
2019
Q2 		$345K Sell
12,773
-3,640
-22% -$91.2K ﹤0.01% 1165
2019
Q1 		$407K Buy
16,413
+1,000
+6% +$25K ﹤0.01% 1089
2018
Q4 		$379K Buy
15,413
+43
+0.3% +$1.01K ﹤0.01% 1037
2018
Q3 		$352K Sell
15,370
-2,261
-13% -$52.5K ﹤0.01% 1096
2018
Q2 		$424K Sell
17,631
-40,062
-69% -$1M ﹤0.01% 1036
2018
Q1 		$1.47M Hold
57,693
– – ﹤0.01% 756
2017
Q4 		$1.44M Sell
57,693
-569
-1% -$14K ﹤0.01% 762
2017
Q3 		$1.43M Sell
58,262
-33,605
-37% -$827K ﹤0.01% 751
2017
Q2 		$2.19M Buy
91,867
+70,219
+324% +$1.7M 0.01% 655
2017
Q1 		$520K Sell
21,648
-7,504
-26% -$176K ﹤0.01% 892
2016
Q4 		$646K Hold
29,152
– – ﹤0.01% 820
2016
Q3 		$740K Buy
29,152
+1,208
+4% +$31.1K ﹤0.01% 774
2016
Q2 		$713K Sell
27,944
-563
-2% -$13.7K ﹤0.01% 757
2016
Q1 		$677K Buy
+28,507
New +$652K ﹤0.01% 750

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Eaton Vance Management's IAU Position: Q2 2022 in Review

Eaton Vance Management sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 6,793 shares — an estimated $250K sold.

Eaton Vance Management first reported a position in IAU in Q1 2016 and held it in 25 quarters. The position peaked at $2.19M in Q2 2017. 1,007 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

  • Eaton Vance Management reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Eaton Vance Management sold 6,793 iShares Gold Trust shares in Q2 2022, an estimated $250K.
  • Eaton Vance Management first reported a position in iShares Gold Trust in Q1 2016 and held it in 25 quarters.
  • Eaton Vance Management's iShares Gold Trust position peaked at $2.19M in Q2 2017.
  • 1,007 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.