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Jefferies Group’s iShares Gold Trust IAU Stock Holding History

Jefferies Group’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
2014
Q1 		– Sell
-900,000
Closed -$21M – 2191
2013
Q4 		$21M Buy
+900,000
New +$22.2M 0.13% 84

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jefferies Group's IAU Position: Q1 2020 in Review

Jefferies Group sold out of iShares Gold Trust (IAU) in Q1 2020, closing a stake of 6,800 shares — an estimated $197K sold.

Jefferies Group first reported a position in IAU in Q2 2013 and held it in 8 quarters. The position peaked at $2.63M in Q2 2013. 779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

  • Jefferies Group reported no remaining iShares Gold Trust position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 6,800 iShares Gold Trust shares in Q1 2020, an estimated $197K.
  • Jefferies Group first reported a position in iShares Gold Trust in Q2 2013 and held it in 8 quarters.
  • Jefferies Group's iShares Gold Trust position peaked at $2.63M in Q2 2013.
  • 779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.