WFMPM
IAU icon

Woodley Farra Manion Portfolio Management’s iShares Gold Trust IAU Stock Holding History

Woodley Farra Manion Portfolio Management’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 		– Sell
-1,923
Closed -$65K – 224
2020
Q2 		$65K Sell
1,923
-2,573
-57% -$84.3K 0.01% 147
2020
Q1 		$135K Buy
+4,496
New +$136K 0.02% 93

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Woodley Farra Manion Portfolio Management's IAU Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares Gold Trust (IAU) in Q3 2020, closing a stake of 1,923 shares — an estimated $65K sold.

Woodley Farra Manion Portfolio Management first reported a position in IAU in Q1 2020 and held it in 2 quarters. The position peaked at $135K in Q1 2020. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares Gold Trust position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 1,923 iShares Gold Trust shares in Q3 2020, an estimated $65K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares Gold Trust in Q1 2020 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's iShares Gold Trust position peaked at $135K in Q1 2020.
  • 877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.