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Fiduciary Trust International’s iShares Gold Trust IAU Stock Holding History

Fiduciary Trust International’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
2020
Q2 		$56.2M Buy
1,653,957
+58,329
+4% +$1.91M 9.21% 3
2020
Q1 		$48.1M Buy
1,595,628
+2,824
+0.2% +$85.4K 8.97% 1
2019
Q4 		$46.2M Sell
1,592,804
-76,868
-5% -$2.18M 7.42% 3
2019
Q3 		$47.1M Sell
1,669,672
-2,672
-0.2% -$75.4K 9.7% 2
2019
Q2 		$45.2M Buy
1,672,344
+14,858
+0.9% +$372K 10.2% 2
2019
Q1 		$42.2M Buy
1,657,486
+156,593
+10% +$3.91M 10.6% 3
2018
Q4 		$36.9M Sell
1,500,893
-204,612
-12% -$4.82M 11.25% 2
2018
Q3 		$39M Buy
1,705,505
+12,405
+0.7% +$288K 11.19% 2
2018
Q2 		$40.7M Buy
1,693,100
+69,007
+4% +$1.73M 12.13% 2
2018
Q1 		$41.3M Buy
1,624,093
+50,637
+3% +$1.29M 10.31% 3
2017
Q4 		$39.4M Buy
1,573,456
+9,035
+0.6% +$222K 9.8% 3
2017
Q3 		$38.5M Buy
1,564,421
+163,728
+12% +$4.03M 9.92% 3
2017
Q2 		$33.4M Buy
+1,400,693
New +$33.9M 8.65% 3

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Fiduciary Trust International's IAU Position: Q2 2020 in Review

Fiduciary Trust International increased its iShares Gold Trust (IAU) stake by 3.7% in Q2 2020, buying an estimated $1.91M and bringing the position to 1,653,957 shares worth $56.2M. The position accounts for 9.21% of the portfolio, ranked #3.

Fiduciary Trust International first reported a position in IAU in Q2 2017 and has held it in 13 quarters since. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

  • Fiduciary Trust International held 1,653,957 shares of iShares Gold Trust worth $56.2M as of Q2 2020.
  • Fiduciary Trust International bought 58,329 iShares Gold Trust shares in Q2 2020, an estimated $1.91M.
  • iShares Gold Trust made up 9.21% of Fiduciary Trust International's portfolio in Q2 2020, its #3 holding.
  • Fiduciary Trust International first reported a position in iShares Gold Trust in Q2 2017 and has held it in 13 quarters since.
  • 835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Fiduciary Trust International's 13F filing for Q2 2020, filed 11 Aug 2020.