Wellington Management Group
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Wellington Management Group’s iShares Gold Trust IAU Stock Holding History

Wellington Management Group’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
2024
Q1 		– Sell
-271,400
Closed -$10.6M – 1933
2023
Q4 		$10.6M Sell
271,400
-4,500
-2% -$168K ﹤0.01% 1096
2023
Q3 		$9.65M Buy
275,900
+135,700
+97% +$4.95M ﹤0.01% 1117
2023
Q2 		$5.1M Hold
140,200
– – ﹤0.01% 1261
2023
Q1 		$5.24M Buy
+140,200
New +$5.03M ﹤0.01% 1264
2022
Q3 		– Sell
-86,000
Closed -$2.95M – 2079
2022
Q2 		$2.95M Sell
86,000
-6,500
-7% -$231K ﹤0.01% 1459
2022
Q1 		$3.41M Buy
+92,500
New +$3.3M ﹤0.01% 1486

Other funds holding IAU

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group's IAU Position: Q1 2024 in Review

Wellington Management Group sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 271,400 shares — an estimated $10.6M sold.

Wellington Management Group first reported a position in IAU in Q1 2022 and held it in 6 quarters. The position peaked at $10.6M in Q4 2023. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Wellington Management Group reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Wellington Management Group sold 271,400 iShares Gold Trust shares in Q1 2024, an estimated $10.6M.
  • Wellington Management Group first reported a position in iShares Gold Trust in Q1 2022 and held it in 6 quarters.
  • Wellington Management Group's iShares Gold Trust position peaked at $10.6M in Q4 2023.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Wellington Management Group's 13F filing for Q1 2024, filed 15 May 2024.