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Advantage Investment Management’s iShares Gold Trust IAU Stock Holding History

Advantage Investment 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
2019
Q3 		$587K Buy
20,814
+1,531
+8% +$43.2K 0.46% 40
2019
Q2 		$521K Buy
19,283
+1,355
+8% +$34K 0.4% 41
2019
Q1 		$444K Buy
17,928
+3,198
+22% +$79.9K 0.35% 52
2018
Q4 		$362K Buy
14,730
+13,493
+1,091% +$318K 0.27% 69
2018
Q3 		$28K Buy
1,237
+75
+6% +$1.74K 0.02% 513
2018
Q2 		$28K Sell
1,162
-500
-30% -$12.5K 0.02% 477
2018
Q1 		$42K Sell
1,662
-83
-5% -$2.12K 0.02% 416
2017
Q4 		$44K Buy
1,745
+33
+2% +$810 0.01% 426
2017
Q3 		$42K Hold
1,712
– – 0.01% 426
2017
Q2 		$41K Sell
1,712
-278
-14% -$6.73K 0.01% 425
2017
Q1 		$48K Buy
1,990
+123
+7% +$2.89K 0.02% 352
2016
Q4 		$41K Sell
1,867
-900
-33% -$21.1K 0.02% 373
2016
Q3 		$70K Buy
2,767
+400
+17% +$10.3K 0.03% 273
2016
Q2 		$60K Hold
2,367
– – 0.03% 313
2016
Q1 		$56K Sell
2,367
-236
-9% -$5.4K 0.02% 315
2015
Q4 		$53K Sell
2,603
-157
-6% -$3.35K 0.03% 327
2015
Q3 		$60K Hold
2,760
– – 0.03% 289
2015
Q2 		$63K Sell
2,760
-18,313
-87% -$423K 0.03% 302
2015
Q1 		$483K Sell
21,073
-2,327
-10% -$54.9K 0.27% 84
2014
Q4 		$535K Buy
+23,400
New +$544K 0.4% 56

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advantage Investment Management's IAU Position: Q3 2019 in Review

Advantage Investment Management increased its iShares Gold Trust (IAU) stake by 7.9% in Q3 2019, buying an estimated $43.2K and bringing the position to 20,814 shares worth $587K. The position accounts for 0.46% of the portfolio, ranked #40.

Advantage Investment Management first reported a position in IAU in Q4 2014 and has held it in 20 quarters since. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

  • Advantage Investment Management held 20,814 shares of iShares Gold Trust worth $587K as of Q3 2019.
  • Advantage Investment Management bought 1,531 iShares Gold Trust shares in Q3 2019, an estimated $43.2K.
  • iShares Gold Trust made up 0.46% of Advantage Investment Management's portfolio in Q3 2019, its #40 holding.
  • Advantage Investment Management first reported a position in iShares Gold Trust in Q4 2014 and has held it in 20 quarters since.
  • 646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.