Beacon Pointe Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$355K	Sell	12,253 -3,483	-22%	-$98.8K	0.07%	194
2019 Q3	$444K	Buy	+15,736	New	+$444K	0.09%	166
2019 Q2	–	Sell	-6,129	Closed	-$151K	–	272
2019 Q1	$151K	Buy	+6,129	New	+$153K	0.03%	253

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 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 Pointe Wealth Advisors's IAU Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 22% in Q4 2019, selling an estimated $98.8K and leaving 12,253 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #194.

Beacon Pointe Wealth Advisors first reported a position in IAU in Q1 2019 and has held it in 3 quarters since. The position peaked at $444K in Q3 2019. 734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

Beacon Pointe Wealth Advisors held 12,253 shares of iShares Gold Trust worth $355K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 3,483 iShares Gold Trust shares in Q4 2019, an estimated $98.8K.
iShares Gold Trust made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #194 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Gold Trust in Q1 2019 and has held it in 3 quarters since.
Beacon Pointe Wealth Advisors's iShares Gold Trust position peaked at $444K in Q3 2019.
734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.