Fiera Capital (Canada)’s iShares Gold Trust IAU Stock Holding History

Fiera Capital (Canada)’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 Q3	–	Sell	-27,200	Closed	-$924K	–	632
2020 Q2	$924K	Hold	27,200	–	–	﹤0.01%	420
2020 Q1	$820K	Hold	27,200	–	–	﹤0.01%	434
2019 Q4	$789K	Sell	27,200 -46,569	-63%	-$1.32M	﹤0.01%	480
2019 Q3	$2.08M	Sell	73,769 -19,250	-21%	-$543K	0.01%	345
2019 Q2	$2.51M	Hold	93,019	–	–	0.01%	348
2019 Q1	$2.3M	Hold	93,019	–	–	0.01%	368
2018 Q4	$2.29M	Sell	93,019 -46,000	-33%	-$1.08M	0.01%	371
2018 Q3	$3.18M	Buy	139,019 +70,888	+104%	+$1.65M	0.01%	363
2018 Q2	$1.64M	Sell	68,131 -75,000	-52%	-$1.88M	0.01%	429
2018 Q1	$3.64M	Buy	+143,131	New	+$3.65M	0.02%	328

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CSIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fiera Capital (Canada)'s IAU Position: Q3 2020 in Review

Fiera Capital (Canada) sold out of iShares Gold Trust (IAU) in Q3 2020, closing a stake of 27,200 shares — an estimated $924K sold.

Fiera Capital (Canada) first reported a position in IAU in Q1 2018 and held it in 10 quarters. The position peaked at $3.64M in Q1 2018. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

Fiera Capital (Canada) reported no remaining iShares Gold Trust position as of Q3 2020 after selling out during the quarter.
Fiera Capital (Canada) sold 27,200 iShares Gold Trust shares in Q3 2020, an estimated $924K.
Fiera Capital (Canada) first reported a position in iShares Gold Trust in Q1 2018 and held it in 10 quarters.
Fiera Capital (Canada)'s iShares Gold Trust position peaked at $3.64M in Q1 2018.
877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Fiera Capital (Canada)'s 13F filing for Q3 2020, filed 12 Nov 2020.