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Advisor Group’s iShares Gold Trust IAU Stock Holding History

Advisor Group’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
Q4 		$5.49M Buy
189,203
+4,982
+3% +$141K 0.04% 390
2019
Q3 		$5.2M Buy
184,221
+41,862
+29% +$1.18M 0.04% 399
2019
Q2 		$3.84M Buy
142,359
+4,946
+4% +$124K 0.03% 492
2019
Q1 		$3.4M Buy
137,413
+7,495
+6% +$187K 0.03% 499
2018
Q4 		$3.19M Sell
129,918
-12,554
-9% -$296K 0.03% 452
2018
Q3 		$3.26M Buy
142,472
+16,484
+13% +$383K 0.03% 465
2018
Q2 		$3.03M Buy
125,988
+22,619
+22% +$567K 0.04% 391
2018
Q1 		$2.63M Sell
103,369
-37,321
-27% -$953K 0.04% 458
2017
Q4 		$3.52M Sell
140,690
-49,157
-26% -$1.21M 0.05% 355
2017
Q3 		$4.67M Buy
189,847
+44,473
+31% +$1.09M 0.07% 239
2017
Q2 		$3.47M Sell
145,374
-4,135
-3% -$100K 0.06% 309
2017
Q1 		$3.59M Sell
149,509
-13,807
-8% -$324K 0.07% 283
2016
Q4 		$3.62M Sell
163,316
-170,877
-51% -$4.01M 0.08% 252
2016
Q3 		$8.48M Buy
334,193
+83,886
+34% +$2.16M 0.2% 110
2016
Q2 		$6.38M Buy
+250,307
New +$6.08M 0.17% 138

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 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

Advisor Group's IAU Position: Q4 2019 in Review

Advisor Group increased its iShares Gold Trust (IAU) stake by 2.7% in Q4 2019, buying an estimated $141K and bringing the position to 189,203 shares worth $5.49M. The position accounts for 0.04% of the portfolio, ranked #390.

Advisor Group first reported a position in IAU in Q2 2016 and has held it in 15 quarters since. The position peaked at $8.48M in Q3 2016. 734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

  • Advisor Group held 189,203 shares of iShares Gold Trust worth $5.49M as of Q4 2019.
  • Advisor Group bought 4,982 iShares Gold Trust shares in Q4 2019, an estimated $141K.
  • iShares Gold Trust made up 0.04% of Advisor Group's portfolio in Q4 2019, its #390 holding.
  • Advisor Group first reported a position in iShares Gold Trust in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Gold Trust position peaked at $8.48M in Q3 2016.
  • 734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.