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Nissay Asset Management’s iShares Gold Trust IAU Stock Holding History

Nissay Asset Management’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
2024
Q3 		– Sell
-31,167
Closed -$1.37M – 758
2024
Q2 		$1.37M Sell
31,167
-31,147
-50% -$1.38M 0.01% 579
2024
Q1 		$2.62M Hold
62,314
– – 0.02% 428
2023
Q4 		$2.43M Buy
+62,314
New +$2.33M 0.02% 414
2022
Q3 		– Sell
-52,673
Closed -$1.81M – 746
2022
Q2 		$1.81M Hold
52,673
– – 0.02% 438
2022
Q1 		$1.94M Sell
52,673
-14,097
-21% -$504K 0.02% 474
2021
Q4 		$2.32M Hold
66,770
– – 0.02% 445
2021
Q3 		$2.23M Hold
66,770
– – 0.02% 431
2021
Q2 		$2.25M Buy
66,770
+32,940
+97% +$1.14M 0.02% 418
2021
Q1 		$1.1M Sell
33,830
-45,715
-57% -$1.56M 0.01% 590
2020
Q4 		$2.88M Buy
79,545
+11,554
+17% +$414K 0.04% 319
2020
Q3 		$2.45M Buy
67,991
+19,771
+41% +$722K 0.04% 322
2020
Q2 		$1.64M Buy
+48,220
New +$1.58M 0.03% 412
2020
Q1 		– Sell
-143,598
Closed -$4.16M – 732
2019
Q4 		$4.16M Buy
143,598
+11,202
+8% +$318K 0.09% 237
2019
Q3 		$3.73M Sell
132,396
-64,355
-33% -$1.82M 0.09% 249
2019
Q2 		$5.31M Buy
196,751
+54,136
+38% +$1.36M 0.13% 172
2019
Q1 		$3.53M Buy
142,615
+36,755
+35% +$918K 0.09% 252
2018
Q4 		$2.6M Buy
+105,860
New +$2.49M 0.08% 291

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nissay Asset Management's IAU Position: Q3 2024 in Review

Nissay Asset Management sold out of iShares Gold Trust (IAU) in Q3 2024, closing a stake of 31,167 shares — an estimated $1.37M sold.

Nissay Asset Management first reported a position in IAU in Q4 2018 and held it in 17 quarters. The position peaked at $5.31M in Q2 2019. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • Nissay Asset Management reported no remaining iShares Gold Trust position as of Q3 2024 after selling out during the quarter.
  • Nissay Asset Management sold 31,167 iShares Gold Trust shares in Q3 2024, an estimated $1.37M.
  • Nissay Asset Management first reported a position in iShares Gold Trust in Q4 2018 and held it in 17 quarters.
  • Nissay Asset Management's iShares Gold Trust position peaked at $5.31M in Q2 2019.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Nissay Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.