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Apriem Advisors’s iShares Gold Trust IAU Stock Holding History

Apriem Advisors’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
Q3 		– Sell
-3,650
Closed -$88K – 242
2018
Q2 		$88K Buy
+3,650
New +$91.5K 0.02% 191
2017
Q2 		– Sell
-3,650
Closed -$88K – 315
2017
Q1 		$88K Sell
3,650
-114
-3% -$2.68K 0.02% 184
2016
Q4 		$83K Sell
3,764
-886
-19% -$20.8K 0.02% 180
2016
Q3 		$118K Sell
4,650
-295
-6% -$7.59K 0.04% 149
2016
Q2 		$126K Buy
4,945
+46
+0.9% +$1.12K 0.04% 146
2016
Q1 		$116K Buy
4,899
+1,699
+53% +$38.9K 0.05% 135
2015
Q4 		$65K Hold
3,200
– – 0.02% 180
2015
Q3 		$69K Sell
3,200
-75
-2% -$1.63K 0.03% 169
2015
Q2 		$74K Sell
3,275
-898
-22% -$20.7K 0.03% 169
2015
Q1 		$96K Hold
4,173
– – 0.03% 150
2014
Q4 		$95K Sell
4,173
-652
-14% -$15.2K 0.04% 138
2014
Q3 		$113K Hold
4,825
– – 0.04% 131
2014
Q2 		$124K Hold
4,825
– – 0.05% 140
2014
Q1 		$120K Sell
4,825
-500
-9% -$12.5K 0.05% 148
2013
Q4 		$124K Buy
5,325
+300
+6% +$7.41K 0.05% 133
2013
Q3 		$130K Sell
5,025
-500
-9% -$12.9K 0.06% 127
2013
Q2 		$132K Buy
+5,525
New +$152K 0.06% 127

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

Apriem Advisors's IAU Position: Q3 2018 in Review

Apriem Advisors sold out of iShares Gold Trust (IAU) in Q3 2018, closing a stake of 3,650 shares — an estimated $88K sold.

Apriem Advisors first reported a position in IAU in Q2 2013 and held it in 17 quarters. The position peaked at $132K in Q2 2013. 553 funds tracked by Wall St. Rank hold IAU as of Q3 2018.

  • Apriem Advisors reported no remaining iShares Gold Trust position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 3,650 iShares Gold Trust shares in Q3 2018, an estimated $88K.
  • Apriem Advisors first reported a position in iShares Gold Trust in Q2 2013 and held it in 17 quarters.
  • Apriem Advisors's iShares Gold Trust position peaked at $132K in Q2 2013.
  • 553 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.