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Pictet Asset Management (UK)’s iShares Gold Trust IAU Stock Holding History

Pictet Asset Management (UK)’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
2021
Q2 		$2.16M Buy
64,165
+50,376
+365% +$1.74M ﹤0.01% 996
2021
Q1 		$448K Sell
13,789
-29,540
-68% -$1.01M ﹤0.01% 1247
2020
Q4 		$1.57M Sell
43,329
-62,618
-59% -$2.24M ﹤0.01% 978
2020
Q3 		$3.81M Hold
105,947
– – 0.01% 787
2020
Q2 		$3.6M Sell
105,947
-5,415
-5% -$177K 0.01% 763
2020
Q1 		$3.36M Buy
111,362
+28,208
+34% +$853K 0.01% 743
2019
Q4 		$2.41M Sell
83,154
-5,630
-6% -$160K ﹤0.01% 904
2019
Q3 		$2.5M Sell
88,784
-11,500
-11% -$324K 0.01% 829
2019
Q2 		$2.71M Sell
100,284
-48,323
-33% -$1.21M 0.01% 822
2019
Q1 		$3.68M Buy
148,607
+19,273
+15% +$481K 0.01% 762
2018
Q4 		$3.18K Hold
129,334
– – 0.01% 750
2018
Q3 		$2.96M Sell
129,334
-98,908
-43% -$2.3M 0.01% 844
2018
Q2 		$5.55M Sell
228,242
-55,392
-20% -$1.39M 0.01% 647
2018
Q1 		$7.22M Buy
283,634
+177,670
+168% +$4.54M 0.02% 577
2017
Q4 		$2.67M Sell
105,964
-31,903
-23% -$783K 0.01% 774
2017
Q3 		$3.39M Buy
137,867
+38,603
+39% +$950K 0.01% 711
2017
Q2 		$2.43M Hold
99,264
– – 0.01% 759
2017
Q1 		$2.37M Buy
99,264
+65,227
+192% +$1.53M 0.01% 751
2016
Q4 		$767K Sell
34,037
-26,335
-44% -$618K ﹤0.01% 811
2016
Q3 		$1.54M Buy
60,372
+30,255
+100% +$779K 0.01% 754
2016
Q2 		$704K Buy
+30,117
New +$732K ﹤0.01% 807

Other funds holding IAU

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pictet Asset Management (UK)'s IAU Position: Q2 2021 in Review

Pictet Asset Management (UK) increased its iShares Gold Trust (IAU) stake by 365% in Q2 2021, buying an estimated $1.74M and bringing the position to 64,165 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Pictet Asset Management (UK) first reported a position in IAU in Q2 2016 and has held it in 21 quarters since. The position peaked at $7.22M in Q1 2018. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • Pictet Asset Management (UK) held 64,165 shares of iShares Gold Trust worth $2.16M as of Q2 2021.
  • Pictet Asset Management (UK) bought 50,376 iShares Gold Trust shares in Q2 2021, an estimated $1.74M.
  • iShares Gold Trust made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #996 holding.
  • Pictet Asset Management (UK) first reported a position in iShares Gold Trust in Q2 2016 and has held it in 21 quarters since.
  • Pictet Asset Management (UK)'s iShares Gold Trust position peaked at $7.22M in Q1 2018.
  • 874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.