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Boys Arnold & Co’s iShares Gold Trust IAU Stock Holding History

Boys Arnold & Co’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
2020
Q2 		– Sell
-41,339
Closed -$1.25M – 85
2020
Q1 		$1.25M Sell
41,339
-1,500
-4% -$45.3K 0.22% 100
2019
Q4 		$1.24M Sell
42,839
-2,450
-5% -$69.5K 0.17% 117
2019
Q3 		$1.3M Hold
45,289
– – 0.2% 112
2019
Q2 		$1.22M Sell
45,289
-2,738
-6% -$68.6K 0.18% 118
2019
Q1 		$1.19M Sell
48,027
-3,265
-6% -$81.5K 0.18% 122
2018
Q4 		$1.26M Sell
51,292
-4,440
-8% -$105K 0.21% 114
2018
Q3 		$1.27M Sell
55,732
-2,900
-5% -$67.4K 0.18% 127
2018
Q2 		$1.41M Buy
58,632
+1,555
+3% +$39K 0.21% 111
2018
Q1 		$1.46M Sell
57,077
-2,500
-4% -$63.8K 0.22% 111
2017
Q4 		$1.49M Sell
59,577
-1,744
-3% -$42.8K 0.22% 112
2017
Q3 		$1.51M Sell
61,321
-1,220
-2% -$30K 0.24% 103
2017
Q2 		$1.49M Buy
62,541
+1,430
+2% +$34.6K 0.19% 107
2017
Q1 		$1.47M Buy
61,111
+2,677
+5% +$62.9K 0.23% 108
2016
Q4 		$1.29M Buy
58,434
+125
+0.2% +$2.93K 0.22% 116
2016
Q3 		$1.48M Buy
58,309
+909
+2% +$23.4K 0.25% 100
2016
Q2 		$1.46M Buy
+57,400
New +$1.39M 0.25% 103

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
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return