American Financial Network Advisory Services’s iShares Gold Trust IAU Stock Holding History

American Financial Network Advisory 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
2019 Q3	–	Sell	-12,969	Closed	-$350K	–	105
2019 Q2	$350K	Sell	12,969 -523	-4%	-$13.1K	0.28%	100
2019 Q1	$338K	Sell	13,492 -1,815	-12%	-$45.3K	0.25%	102
2018 Q4	$376K	Sell	15,307 -4,252	-22%	-$100K	0.27%	106
2018 Q3	$447K	Buy	19,559 +19,537	+88,805%	+$454K	0.24%	111
2018 Q2	$478	Sell	22 -1	-4%	-$25	0.26%	110
2018 Q1	$471	Sell	23 -105,615	-100%	-$2.7M	0.25%	108
2017 Q4	$2.64M	Buy	105,638 +8,019	+8%	+$197K	1.11%	16
2017 Q3	$2.4M	Buy	+97,619	New	+$2.4M	1.03%	15

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

American Financial Network Advisory Services's IAU Position: Q3 2019 in Review

American Financial Network Advisory Services sold out of iShares Gold Trust (IAU) in Q3 2019, closing a stake of 12,969 shares — an estimated $350K sold.

American Financial Network Advisory Services first reported a position in IAU in Q3 2017 and held it in 8 quarters. The position peaked at $2.64M in Q4 2017. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

American Financial Network Advisory Services reported no remaining iShares Gold Trust position as of Q3 2019 after selling out during the quarter.
American Financial Network Advisory Services sold 12,969 iShares Gold Trust shares in Q3 2019, an estimated $350K.
American Financial Network Advisory Services first reported a position in iShares Gold Trust in Q3 2017 and held it in 8 quarters.
American Financial Network Advisory Services's iShares Gold Trust position peaked at $2.64M in Q4 2017.
646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.