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People's United Financial’s iShares Gold Trust IAU Stock Holding History

People's United Financial’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 		$33.2M Sell
900,723
-172,763
-16% -$6.17M 0.94% 24
2021
Q4 		$37.4M Sell
1,073,486
-364,581
-25% -$12.5M 0.9% 26
2021
Q3 		$48M Buy
1,438,067
+27,637
+2% +$942K 1.07% 19
2021
Q2 		$47.5M Buy
1,410,430
+53,568
+4% +$1.85M 1.06% 19
2021
Q1 		$44.1M Buy
1,356,862
+29,484
+2% +$1.01M 1.05% 19
2020
Q4 		$48.1M Sell
1,327,378
-17,029
-1% -$609K 1.19% 17
2020
Q3 		$48.4M Sell
1,344,407
-90,164
-6% -$3.29M 1.35% 13
2020
Q2 		$48.7M Sell
1,434,571
-410,322
-22% -$13.4M 1.42% 12
2020
Q1 		$55.6M Buy
1,844,893
+478,303
+35% +$14.5M 1.93% 7
2019
Q4 		$39.6M Buy
1,366,590
+106,087
+8% +$3.01M 1.08% 19
2019
Q3 		$35.5M Sell
1,260,503
-75,024
-6% -$2.12M 1.01% 23
2019
Q2 		$36.1M Sell
1,335,527
-10,317
-0.8% -$259K 0.99% 23
2019
Q1 		$33.3M Buy
1,345,844
+12,478
+0.9% +$312K 1.03% 22
2018
Q4 		$32.8M Sell
1,333,366
-49,127
-4% -$1.16M 1.14% 18
2018
Q3 		$31.6M Buy
1,382,493
+86,809
+7% +$2.02M 0.98% 20
2018
Q2 		$31.1M Buy
1,295,684
+80,331
+7% +$2.01M 0.8% 18
2018
Q1 		$30.9M Buy
1,215,353
+67,616
+6% +$1.73M 0.98% 19
2017
Q4 		$28.7M Buy
1,147,737
+30,124
+3% +$739K 0.9% 22
2017
Q3 		$27.5M Buy
1,117,613
+54,131
+5% +$1.33M 0.92% 23
2017
Q2 		$25.4M Buy
1,063,482
+48,298
+5% +$1.17M 0.86% 24
2017
Q1 		$24.4M Buy
1,015,184
+77,057
+8% +$1.81M 0.85% 26
2016
Q4 		$20.8M Buy
938,127
+938,114
+7,216,262% +$22M 0.77% 30
2016
Q3 		$0 Hold
13
– – ﹤0.01% 892
2016
Q2 		$0 Hold
13
– – ﹤0.01% 894
2016
Q1 		$0 Hold
13
– – ﹤0.01% 880
2015
Q4 		$0 Sell
13
-283
-96% -$6.04K ﹤0.01% 899
2015
Q3 		$6K Buy
296
+13
+5% +$283 ﹤0.01% 743
2015
Q2 		$6K Hold
283
– – ﹤0.01% 730
2015
Q1 		$6K Hold
283
– – ﹤0.01% 718
2014
Q4 		$6K Hold
283
– – ﹤0.01% 723
2014
Q3 		$7K Hold
283
– – ﹤0.01% 712
2014
Q2 		$7K Buy
+283
New +$7.08K ﹤0.01% 721

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

People's United Financial's IAU Position: Q1 2022 in Review

People's United Financial reduced its iShares Gold Trust (IAU) stake by 16% in Q1 2022, selling an estimated $6.17M and leaving 900,723 shares worth $33.2M. The position accounts for 0.94% of the portfolio, ranked #24.

People's United Financial first reported a position in IAU in Q2 2014 and has held it in 32 quarters since. The position peaked at $55.6M in Q1 2020. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • People's United Financial held 900,723 shares of iShares Gold Trust worth $33.2M as of Q1 2022.
  • People's United Financial sold 172,763 iShares Gold Trust shares in Q1 2022, an estimated $6.17M.
  • iShares Gold Trust made up 0.94% of People's United Financial's portfolio in Q1 2022, its #24 holding.
  • People's United Financial first reported a position in iShares Gold Trust in Q2 2014 and has held it in 32 quarters since.
  • People's United Financial's iShares Gold Trust position peaked at $55.6M in Q1 2020.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.