Adventist Health System Sunbelt Healthcare Corp’s iShares Gold Trust IAU Stock Holding History

Adventist Health System Sunbelt Healthcare Corp’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	-30,732	Closed	-$830K	–	12
2019 Q2	$830K	Buy	30,732 +3,877	+14%	+$97.2K	0.05%	11
2019 Q1	$665K	Sell	26,855 -9,750	-27%	-$244K	0.04%	11
2018 Q4	$900K	Sell	36,605 -736,000	-95%	-$17.3M	0.06%	11
2018 Q3	$17.7M	Buy	772,605 +2,675	+0.3%	+$62.2K	1.1%	8
2018 Q2	$18.5M	Buy	769,930 +38,380	+5%	+$962K	1.25%	9
2018 Q1	$18.6M	Hold	731,550	–	–	1.25%	9
2017 Q4	$18.3M	Buy	731,550 +682,350	+1,387%	+$16.7M	1.22%	9
2017 Q3	$1.21M	Hold	49,200	–	–	0.07%	12
2017 Q2	$1.18M	Buy	+49,200	New	+$1.19M	0.09%	10

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 $1.81T AUM 41.13% 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

Adventist Health System Sunbelt Healthcare Corp's IAU Position: Q3 2019 in Review

Adventist Health System Sunbelt Healthcare Corp sold out of iShares Gold Trust (IAU) in Q3 2019, closing a stake of 30,732 shares — an estimated $830K sold.

Adventist Health System Sunbelt Healthcare Corp first reported a position in IAU in Q2 2017 and held it in 9 quarters. The position peaked at $18.6M in Q1 2018. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

Adventist Health System Sunbelt Healthcare Corp reported no remaining iShares Gold Trust position as of Q3 2019 after selling out during the quarter.
Adventist Health System Sunbelt Healthcare Corp sold 30,732 iShares Gold Trust shares in Q3 2019, an estimated $830K.
Adventist Health System Sunbelt Healthcare Corp first reported a position in iShares Gold Trust in Q2 2017 and held it in 9 quarters.
Adventist Health System Sunbelt Healthcare Corp's iShares Gold Trust position peaked at $18.6M in Q1 2018.
646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on Adventist Health System Sunbelt Healthcare Corp's 13F filing for Q3 2019, filed 25 Oct 2019.