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Wellesley Investment Partners’s iShares Gold Trust IAU Stock Holding History

Wellesley Investment Partners’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 		$10.7M Sell
297,326
-94
-0% -$3.43K 3.66% 9
2020
Q2 		$10.1M Buy
297,420
+32,181
+12% +$1.05M 3.57% 9
2020
Q1 		$7.99M Sell
265,239
-11,840
-4% -$358K 3.18% 10
2019
Q4 		$8.04M Buy
277,079
+2,301
+0.8% +$65.3K 2.47% 12
2019
Q3 		$7.75M Sell
274,778
-913
-0.3% -$25.8K 2.54% 10
2019
Q2 		$7.44M Buy
275,691
+6,976
+3% +$175K 2.56% 12
2019
Q1 		$6.65M Sell
268,715
-9,063
-3% -$226K 2.28% 12
2018
Q4 		$6.83M Buy
277,778
+6,867
+3% +$162K 2.43% 11
2018
Q3 		$6.19M Buy
270,911
+16,681
+7% +$388K 2.02% 13
2018
Q2 		$6.11M Buy
254,230
+8,360
+3% +$210K 2.12% 13
2018
Q1 		$6.26M Buy
245,870
+18,781
+8% +$480K 2.25% 13
2017
Q4 		$5.68M Buy
227,089
+6,568
+3% +$161K 2.15% 13
2017
Q3 		$5.43M Buy
220,521
+3,065
+1% +$75.4K 2.23% 13
2017
Q2 		$5.19M Buy
217,456
+6,179
+3% +$150K 2.18% 13
2017
Q1 		$5.07M Buy
211,277
+10,606
+5% +$249K 2.24% 13
2016
Q4 		$4.45M Buy
200,671
+8,224
+4% +$193K 2.15% 15
2016
Q3 		$4.88M Sell
192,447
-1,887
-1% -$48.6K 2.53% 13
2016
Q2 		$4.96M Buy
194,334
+7,684
+4% +$187K 2.67% 12
2016
Q1 		$4.43M Buy
186,650
+17,423
+10% +$399K 2.66% 15
2015
Q4 		$3.46M Buy
+169,227
New +$3.61M 2.38% 16

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

Wellesley Investment Partners's IAU Position: Q3 2020 in Review

Wellesley Investment Partners reduced its iShares Gold Trust (IAU) stake by 0.03% in Q3 2020, selling an estimated $3.43K and leaving 297,326 shares worth $10.7M. The position accounts for 3.66% of the portfolio, ranked #9.

Wellesley Investment Partners first reported a position in IAU in Q4 2015 and has held it in 20 quarters since. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

  • Wellesley Investment Partners held 297,326 shares of iShares Gold Trust worth $10.7M as of Q3 2020.
  • Wellesley Investment Partners sold 94 iShares Gold Trust shares in Q3 2020, an estimated $3.43K.
  • iShares Gold Trust made up 3.66% of Wellesley Investment Partners's portfolio in Q3 2020, its #9 holding.
  • Wellesley Investment Partners first reported a position in iShares Gold Trust in Q4 2015 and has held it in 20 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.