RE
IAU icon

RBC Europe’s iShares Gold Trust IAU Stock Holding History

RBC Europe’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
-145
Closed -$5K – 645
2021
Q4 		$5K Sell
145
-1,215
-89% -$41.5K ﹤0.01% 567
2021
Q3 		$45.4K Sell
1,360
-1,371
-50% -$46.7K ﹤0.01% 592
2021
Q2 		$92.1K Sell
2,731
-1
-0% -$35 ﹤0.01% 450
2021
Q1 		$88.8K Hold
2,732
– – ﹤0.01% 424
2020
Q4 		$99.1K Buy
2,732
+145
+6% +$5.19K 0.01% 389
2020
Q3 		$93.1K Buy
2,587
+2,259
+689% +$82.5K 0.01% 360
2020
Q2 		$11.1K Hold
328
– – ﹤0.01% 749
2020
Q1 		$9.87K Sell
328
-13,800
-98% -$417K ﹤0.01% 710
2019
Q4 		$410K Hold
14,128
– – 0.04% 178
2019
Q3 		$398K Buy
14,128
+13,800
+4,207% +$389K 0.04% 174
2019
Q2 		$8.84K Buy
+328
New +$8.22K ﹤0.01% 828

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RBC Europe's IAU Position: Q1 2022 in Review

RBC Europe sold out of iShares Gold Trust (IAU) in Q1 2022, closing a stake of 145 shares — an estimated $5K sold.

RBC Europe first reported a position in IAU in Q2 2019 and held it in 11 quarters. The position peaked at $410K in Q4 2019. 963 funds tracked by Wall St. Rank hold IAU as of Q1 2022.

  • RBC Europe reported no remaining iShares Gold Trust position as of Q1 2022 after selling out during the quarter.
  • RBC Europe sold 145 iShares Gold Trust shares in Q1 2022, an estimated $5K.
  • RBC Europe first reported a position in iShares Gold Trust in Q2 2019 and held it in 11 quarters.
  • RBC Europe's iShares Gold Trust position peaked at $410K in Q4 2019.
  • 963 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2022.

Based on RBC Europe's 13F filing for Q1 2022, filed 14 Nov 2022.