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IberiaBank’s iShares Gold Trust IAU Stock Holding History

IberiaBank’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 		$7.28M Buy
214,351
+22,154
+12% +$726K 0.86% 38
2020
Q1 		$5.79M Buy
192,197
+31,489
+20% +$952K 0.76% 47
2019
Q4 		$4.66M Buy
160,708
+8,179
+5% +$232K 0.49% 64
2019
Q3 		$4.3M Sell
152,529
-847
-0.6% -$23.9K 0.5% 68
2019
Q2 		$4.14M Sell
153,376
-5,224
-3% -$131K 0.46% 69
2019
Q1 		$3.93M Buy
158,600
+22,624
+17% +$565K 0.46% 70
2018
Q4 		$3.34M Buy
135,976
+52,990
+64% +$1.25M 0.43% 71
2018
Q3 		$1.9M Buy
82,986
+28,552
+52% +$663K 0.24% 108
2018
Q2 		$1.31M Sell
54,434
-1,125
-2% -$28.2K 0.23% 117
2018
Q1 		$1.42M Buy
55,559
+20,247
+57% +$517K 0.28% 113
2017
Q4 		$884K Sell
35,312
-42,439
-55% -$1.04M 0.14% 147
2017
Q3 		$1.91M Sell
77,751
-2,295
-3% -$56.5K 0.32% 96
2017
Q2 		$1.91M Sell
80,046
-8,678
-10% -$210K 0.57% 66
2017
Q1 		$2.13M Sell
88,724
-24,461
-22% -$575K 0.67% 52
2016
Q4 		$2.51M Sell
113,185
-38,750
-26% -$909K 0.92% 46
2016
Q3 		$3.86M Buy
151,935
+135,640
+832% +$3.49M 1.64% 26
2016
Q2 		$416K Buy
16,295
+6,563
+67% +$159K 0.18% 100
2016
Q1 		$231K Buy
+9,732
New +$223K 0.11% 134

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

IberiaBank's IAU Position: Q2 2020 in Review

IberiaBank increased its iShares Gold Trust (IAU) stake by 12% in Q2 2020, buying an estimated $726K and bringing the position to 214,351 shares worth $7.28M. The position accounts for 0.86% of the portfolio, ranked #38.

IberiaBank first reported a position in IAU in Q1 2016 and has held it in 18 quarters since. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

  • IberiaBank held 214,351 shares of iShares Gold Trust worth $7.28M as of Q2 2020.
  • IberiaBank bought 22,154 iShares Gold Trust shares in Q2 2020, an estimated $726K.
  • iShares Gold Trust made up 0.86% of IberiaBank's portfolio in Q2 2020, its #38 holding.
  • IberiaBank first reported a position in iShares Gold Trust in Q1 2016 and has held it in 18 quarters since.
  • 835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.