Mitsubishi UFJ Trust & Banking’s iShares Gold Trust IAU Stock Holding History

Mitsubishi UFJ Trust & Banking’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	–	Sell	-280,000	Closed	-$9.68M	–	1347
2021 Q4	$9.68M	Buy	+280,000	New	+$9.57M	0.02%	602
2017 Q4	–	Sell	-600,000	Closed	-$14.8M	–	810
2017 Q3	$14.8M	Sell	600,000 -600,000	-50%	-$14.8M	0.03%	598
2017 Q2	$28.7M	Buy	+1,200,000	New	+$29M	0.06%	390

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

Mitsubishi UFJ Trust & Banking's IAU Position: Q1 2022 in Review

Mitsubishi UFJ Trust & Banking sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 280,000 shares — an estimated $9.68M sold.

Mitsubishi UFJ Trust & Banking first reported a position in IAU in Q2 2017 and held it in 3 quarters. The position peaked at $28.7M in Q2 2017. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

Mitsubishi UFJ Trust & Banking reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
Mitsubishi UFJ Trust & Banking sold 280,000 iShares Gold Trust shares in Q1 2022, an estimated $9.68M.
Mitsubishi UFJ Trust & Banking first reported a position in iShares Gold Trust in Q2 2017 and held it in 3 quarters.
Mitsubishi UFJ Trust & Banking's iShares Gold Trust position peaked at $28.7M in Q2 2017.
963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q1 2022, filed 12 May 2022.