IndexIQ Advisors’s iShares Gold Trust IAU Stock Holding History

IndexIQ Advisors’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 Q1	$15.5M	Sell	419,703 -384,704	-48%	-$13.7M	0.55%	36
2021 Q4	$28M	Buy	804,407 +16,646	+2%	+$569K	0.94%	18
2021 Q3	$26.3M	Buy	787,761 +277,205	+54%	+$9.44M	0.88%	20
2021 Q2	$17.2M	Buy	510,556 +349,907	+218%	+$12.1M	0.58%	35
2021 Q1	$5.22M	Buy	160,649 +88,542	+123%	+$3.03M	0.18%	86
2020 Q4	$2.62M	Buy	72,107 +68,682	+2,005%	+$2.46M	0.1%	162
2020 Q3	$123K	Sell	3,425 -217,191	-98%	-$7.93M	0.01%	896
2020 Q2	$7.5M	Buy	220,616 +202,853	+1,142%	+$6.65M	0.34%	59
2020 Q1	$535K	Buy	+17,763	New	+$537K	0.02%	230

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IndexIQ Advisors's IAU Position: Q1 2022 in Review

IndexIQ Advisors reduced its iShares Gold Trust (IAU) stake by 48% in Q1 2022, selling an estimated $13.7M and leaving 419,703 shares worth $15.5M. The position accounts for 0.55% of the portfolio, ranked #36.

IndexIQ Advisors first reported a position in IAU in Q1 2020 and has held it in 9 quarters since. The position peaked at $28M in Q4 2021. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

IndexIQ Advisors held 419,703 shares of iShares Gold Trust worth $15.5M as of Q1 2022.
IndexIQ Advisors sold 384,704 iShares Gold Trust shares in Q1 2022, an estimated $13.7M.
iShares Gold Trust made up 0.55% of IndexIQ Advisors's portfolio in Q1 2022, its #36 holding.
IndexIQ Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 9 quarters since.
IndexIQ Advisors's iShares Gold Trust position peaked at $28M in Q4 2021.
963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.