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Boston Advisors’s iShares Gold Trust IAU Stock Holding History

Boston 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
Q3 		$262K Buy
9,292
+2,285
+33% +$64.5K 0.01% 536
2019
Q2 		$189K Buy
7,007
+385
+6% +$9.65K 0.01% 624
2019
Q1 		$164K Buy
+6,622
New +$165K 0.01% 620
2016
Q4 		– Sell
-29,015
Closed -$736K – 652
2016
Q3 		$736K Buy
29,015
+58
+0.2% +$1.49K 0.02% 418
2016
Q2 		$739K Sell
28,957
-123
-0.4% -$2.99K 0.02% 391
2016
Q1 		$691K Sell
29,080
-1,835
-6% -$42K 0.02% 382
2015
Q4 		$633K Sell
30,915
-5,541
-15% -$118K 0.01% 409
2015
Q3 		$786K Sell
36,456
-7,090
-16% -$154K 0.03% 421
2015
Q2 		$988K Sell
43,546
-2,143
-5% -$49.4K 0.04% 294
2015
Q1 		$1.05M Sell
45,689
-8,165
-15% -$192K 0.04% 283
2014
Q4 		$1.23M Sell
53,854
-19,130
-26% -$445K 0.05% 242
2014
Q3 		$1.71M Buy
72,984
+1,108
+2% +$27.5K 0.07% 217
2014
Q2 		$1.85M Sell
71,876
-389
-0.5% -$9.73K 0.08% 219
2014
Q1 		$1.8M Buy
72,265
+49,782
+221% +$1.25M 0.08% 219
2013
Q4 		$525K Sell
22,483
-24,567
-52% -$607K 0.03% 339
2013
Q3 		$1.21M Buy
47,050
+1,177
+3% +$30.4K 0.06% 228
2013
Q2 		$1.1M Buy
+45,873
New +$1.26M 0.05% 232

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Advisors's IAU Position: Q3 2019 in Review

Boston Advisors increased its iShares Gold Trust (IAU) stake by 33% in Q3 2019, buying an estimated $64.5K and bringing the position to 9,292 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #536.

Boston Advisors first reported a position in IAU in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.85M in Q2 2014. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

  • Boston Advisors held 9,292 shares of iShares Gold Trust worth $262K as of Q3 2019.
  • Boston Advisors bought 2,285 iShares Gold Trust shares in Q3 2019, an estimated $64.5K.
  • iShares Gold Trust made up 0.01% of Boston Advisors's portfolio in Q3 2019, its #536 holding.
  • Boston Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 17 quarters since.
  • Boston Advisors's iShares Gold Trust position peaked at $1.85M in Q2 2014.
  • 646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.