1834 Investment Advisors’s iShares Gold Trust IAU Stock Holding History

1834 Investment 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
2019 Q3	–	Sell	-1,843	Closed	-$50K	–	472
2019 Q2	$50K	Hold	1,843	–	–	0.01%	285
2019 Q1	$46K	Hold	1,843	–	–	0.01%	279
2018 Q4	$45K	Hold	1,843	–	–	0.01%	272
2018 Q3	$42K	Hold	1,843	–	–	0.01%	289
2018 Q2	$44K	Hold	1,843	–	–	0.01%	281
2018 Q1	$47K	Hold	1,843	–	–	0.01%	282
2017 Q4	$46K	Buy	+1,843	New	+$45.2K	0.01%	294

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1834 Investment Advisors's IAU Position: Q3 2019 in Review

1834 Investment Advisors sold out of iShares Gold Trust (IAU) in Q3 2019, closing a stake of 1,843 shares — an estimated $50K sold.

1834 Investment Advisors first reported a position in IAU in Q4 2017 and held it in 7 quarters. The position peaked at $50K in Q2 2019. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

1834 Investment Advisors reported no remaining iShares Gold Trust position as of Q3 2019 after selling out during the quarter.
1834 Investment Advisors sold 1,843 iShares Gold Trust shares in Q3 2019, an estimated $50K.
1834 Investment Advisors first reported a position in iShares Gold Trust in Q4 2017 and held it in 7 quarters.
1834 Investment Advisors's iShares Gold Trust position peaked at $50K in Q2 2019.
646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on 1834 Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.