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BB&T Securities’s iShares Gold Trust IAU Stock Holding History

BB&T Securities’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 		$983K Buy
34,927
+9,422
+37% +$266K 0.01% 804
2019
Q2 		$688K Buy
25,505
+2,780
+12% +$69.7K 0.01% 965
2019
Q1 		$562K Sell
22,725
-1,466
-6% -$36.6K 0.01% 1020
2018
Q4 		$594K Buy
24,191
+585
+2% +$13.8K 0.01% 922
2018
Q3 		$539K Buy
23,606
+878
+4% +$20.4K 0.01% 1042
2018
Q2 		$546K Sell
22,728
-40
-0.2% -$1K 0.01% 1032
2018
Q1 		$579K Buy
22,768
+14,662
+181% +$374K 0.01% 960
2017
Q4 		$202K Sell
8,106
-16,785
-67% -$412K ﹤0.01% 1348
2017
Q3 		$612K Sell
24,891
-1,118
-4% -$27.5K 0.01% 917
2017
Q2 		$620K Sell
26,009
-936
-3% -$22.7K 0.01% 904
2017
Q1 		$646K Sell
26,945
-3,010
-10% -$70.7K 0.01% 802
2016
Q4 		$722K Sell
29,955
-329
-1% -$7.72K 0.01% 713
2016
Q3 		$768K Buy
30,284
+5,699
+23% +$147K 0.01% 699
2016
Q2 		$627K Buy
24,585
+2,450
+11% +$59.5K 0.01% 734
2016
Q1 		$525K Buy
22,135
+12,050
+119% +$276K 0.01% 755
2015
Q4 		$206K Sell
10,085
-5,832
-37% -$124K ﹤0.01% 1067
2015
Q3 		$343K Sell
15,917
-7,402
-32% -$161K 0.01% 822
2015
Q2 		$528K Buy
23,319
+1,180
+5% +$27.2K 0.01% 713
2015
Q1 		$507K Sell
22,139
-12,605
-36% -$297K 0.01% 706
2014
Q4 		$795K Sell
34,744
-23,452
-40% -$545K 0.02% 563
2014
Q3 		$1.36M Sell
58,196
-3,087
-5% -$76.6K 0.03% 384
2014
Q2 		$1.58M Buy
61,283
+42,069
+219% +$1.05M 0.04% 342
2014
Q1 		$478K Sell
19,214
-2,262
-11% -$56.7K 0.01% 607
2013
Q4 		$502K Sell
21,476
-80,989
-79% -$2M 0.01% 555
2013
Q3 		$2.64M Buy
102,465
+3,515
+4% +$90.7K 0.08% 183
2013
Q2 		$2.37M Buy
+98,950
New +$2.72M 0.08% 182

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BB&T Securities's IAU Position: Q3 2019 in Review

BB&T Securities increased its iShares Gold Trust (IAU) stake by 37% in Q3 2019, buying an estimated $266K and bringing the position to 34,927 shares worth $983K. The position accounts for 0.01% of the portfolio, ranked #804.

BB&T Securities first reported a position in IAU in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.64M in Q3 2013. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

  • BB&T Securities held 34,927 shares of iShares Gold Trust worth $983K as of Q3 2019.
  • BB&T Securities bought 9,422 iShares Gold Trust shares in Q3 2019, an estimated $266K.
  • iShares Gold Trust made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #804 holding.
  • BB&T Securities first reported a position in iShares Gold Trust in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's iShares Gold Trust position peaked at $2.64M in Q3 2013.
  • 646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.