Beacon Capital Management Inc (Ohio)’s iShares Gold Trust IAU Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-215	Closed	-$6K	–	95
2019 Q2	$6K	Buy	+215	New	+$5.39K	﹤0.01%	58
2016 Q3	–	Sell	-309	Closed	-$8K	–	131
2016 Q2	$8K	Sell	309 -191	-38%	-$4.64K	﹤0.01%	92
2016 Q1	$12K	Hold	500	–	–	﹤0.01%	99
2015 Q4	$10K	Hold	500	–	–	﹤0.01%	125
2015 Q3	$11K	Hold	500	–	–	﹤0.01%	123
2015 Q2	$11K	Hold	500	–	–	﹤0.01%	131
2015 Q1	$11K	Hold	500	–	–	﹤0.01%	140
2014 Q4	$11K	Hold	500	–	–	﹤0.01%	133
2014 Q3	$12K	Hold	500	–	–	﹤0.01%	136
2014 Q2	$13K	Hold	500	–	–	﹤0.01%	140
2014 Q1	$12K	Sell	500 -750	-60%	-$18.8K	﹤0.01%	138
2013 Q4	$29K	Buy	+1,250	New	+$30.9K	0.01%	102

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

Beacon Capital Management Inc (Ohio)'s IAU Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Gold Trust (IAU) in Q3 2019, closing a stake of 215 shares — an estimated $6K sold.

Beacon Capital Management Inc (Ohio) first reported a position in IAU in Q4 2013 and held it in 12 quarters. The position peaked at $29K in Q4 2013. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

Beacon Capital Management Inc (Ohio) reported no remaining iShares Gold Trust position as of Q3 2019 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 215 iShares Gold Trust shares in Q3 2019, an estimated $6K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares Gold Trust in Q4 2013 and held it in 12 quarters.
Beacon Capital Management Inc (Ohio)'s iShares Gold Trust position peaked at $29K in Q4 2013.
646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.