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Perpetual Ltd’s iShares Gold Trust IAU Stock Holding History

Perpetual Ltd’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
2020
Q3 		$28.7M Buy
+799,000
New +$29.2M 2.07% 4

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Perpetual Ltd's IAU Position: Q3 2020 in Review

Perpetual Ltd opened a new position in iShares Gold Trust (IAU) in Q3 2020: 799,000 shares worth $28.7M. The stake represents 2.07% of the portfolio and ranks #4 among its holdings.

877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

  • Perpetual Ltd held 799,000 shares of iShares Gold Trust worth $28.7M as of Q3 2020.
  • iShares Gold Trust was a new Perpetual Ltd position in Q3 2020.
  • iShares Gold Trust made up 2.07% of Perpetual Ltd's portfolio in Q3 2020, its #4 holding.
  • 877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Perpetual Ltd's 13F filing for Q3 2020, filed 8 Dec 2020.