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AlphaOne Investment Services’s iShares Gold Trust IAU Stock Holding History

AlphaOne Investment Services’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
2018
Q2 		– Sell
-1,594
Closed -$41K – 325
2018
Q1 		$41K Buy
1,594
+53
+3% +$1.35K 0.01% 315
2017
Q4 		$39K Hold
1,541
– – 0.01% 219
2017
Q3 		$38K Buy
+1,541
New +$37.9K 0.01% 223

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AlphaOne Investment Services's IAU Position: Q2 2018 in Review

AlphaOne Investment Services sold out of iShares Gold Trust (IAU) in Q2 2018, closing a stake of 1,594 shares — an estimated $41K sold.

AlphaOne Investment Services first reported a position in IAU in Q3 2017 and held it in 3 quarters. The position peaked at $41K in Q1 2018. 564 funds tracked by Wall St. Rank hold IAU as of Q2 2018.

  • AlphaOne Investment Services reported no remaining iShares Gold Trust position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 1,594 iShares Gold Trust shares in Q2 2018, an estimated $41K.
  • AlphaOne Investment Services first reported a position in iShares Gold Trust in Q3 2017 and held it in 3 quarters.
  • AlphaOne Investment Services's iShares Gold Trust position peaked at $41K in Q1 2018.
  • 564 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.