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Voya Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Voya Financial Advisors’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 		– Sell
-394,404
Closed -$12.6M – 401
2021
Q1 		$12.6M Sell
394,404
-234,759
-37% -$8.02M 0.5% 29
2020
Q4 		$22.7M Buy
629,163
+108,128
+21% +$3.87M 0.98% 17
2020
Q3 		$18.9M Buy
521,035
+157,428
+43% +$5.75M 0.94% 18
2020
Q2 		$12.3M Buy
363,607
+37,956
+12% +$1.24M 0.65% 24
2020
Q1 		$10.1M Buy
325,651
+207,117
+175% +$6.26M 0.56% 30
2019
Q4 		$3.44M Buy
118,534
+57,918
+96% +$1.64M 0.17% 103
2019
Q3 		$1.74M Sell
60,616
-964
-2% -$27.2K 0.09% 155
2019
Q2 		$1.66M Buy
61,580
+29,034
+89% +$728K 0.09% 163
2019
Q1 		$805K Buy
32,546
+51
+0.2% +$1.27K 0.05% 264
2018
Q4 		$797K Buy
32,495
+6,853
+27% +$161K 0.05% 235
2018
Q3 		$583K Sell
25,642
-519
-2% -$12.1K 0.03% 323
2018
Q2 		$626K Sell
26,161
-6,368
-20% -$160K 0.04% 283
2018
Q1 		$828K Sell
32,529
-22,651
-41% -$578K 0.06% 248
2017
Q4 		$1.37M Buy
55,180
+5,233
+10% +$128K 0.09% 194
2017
Q3 		$1.24M Buy
49,947
+4,157
+9% +$102K 0.08% 196
2017
Q2 		$1.09M Sell
45,790
-8,344
-15% -$202K 0.08% 190
2017
Q1 		$1.31M Sell
54,134
-86,042
-61% -$2.02M 0.1% 159
2016
Q4 		$3.12M Buy
140,176
+19,308
+16% +$453K 0.27% 73
2016
Q3 		$3.08M Buy
120,868
+3,059
+3% +$78.7K 0.31% 63
2016
Q2 		$2.99M Buy
117,809
+46,916
+66% +$1.14M 0.35% 55
2016
Q1 		$1.68M Buy
70,893
+62,650
+760% +$1.43M 0.23% 80
2015
Q4 		$169K Sell
8,243
-575
-7% -$12.3K 0.03% 347
2015
Q3 		$192K Sell
8,818
-50,145
-85% -$1.09M 0.03% 302
2015
Q2 		$1.34M Buy
58,963
+30,877
+110% +$712K 0.24% 80
2015
Q1 		$644K Buy
+28,086
New +$662K 0.13% 149

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 $175B AUM 40.63% 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

Voya Financial Advisors's IAU Position: Q2 2021 in Review

Voya Financial Advisors sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 394,404 shares — an estimated $12.6M sold.

Voya Financial Advisors first reported a position in IAU in Q1 2015 and held it in 25 quarters. The position peaked at $22.7M in Q4 2020. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • Voya Financial Advisors reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 394,404 iShares Gold Trust shares in Q2 2021, an estimated $12.6M.
  • Voya Financial Advisors first reported a position in iShares Gold Trust in Q1 2015 and held it in 25 quarters.
  • Voya Financial Advisors's iShares Gold Trust position peaked at $22.7M in Q4 2020.
  • 874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.