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Western Asset Management Company’s iShares Gold Trust IAU Stock Holding History

Western Asset Management Company’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
Q4 		– Sell
-11,925
Closed -$430K – 26
2020
Q3 		$430K Buy
+11,925
New +$435K 0.04% 21

Other funds holding IAU

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
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 $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Western Asset Management Company's IAU Position: Q4 2020 in Review

Western Asset Management Company sold out of iShares Gold Trust (IAU) in Q4 2020, closing a stake of 11,925 shares — an estimated $430K sold.

Western Asset Management Company first reported a position in IAU in Q3 2020 and held it in 1 quarter. The position peaked at $430K in Q3 2020. 969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

  • Western Asset Management Company reported no remaining iShares Gold Trust position as of Q4 2020 after selling out during the quarter.
  • Western Asset Management Company sold 11,925 iShares Gold Trust shares in Q4 2020, an estimated $430K.
  • Western Asset Management Company first reported a position in iShares Gold Trust in Q3 2020 and held it in 1 quarter.
  • Western Asset Management Company's iShares Gold Trust position peaked at $430K in Q3 2020.
  • 969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on Western Asset Management Company's 13F filing for Q4 2020, filed 10 Feb 2021.