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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
– – 0.19% 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 0.21% 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 $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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 $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Boys Arnold & Co's IAU Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares Gold Trust (IAU) in Q2 2020, closing a stake of 41,339 shares — an estimated $1.25M sold.

Boys Arnold & Co first reported a position in IAU in Q2 2016 and held it in 16 quarters. The position peaked at $1.51M in Q3 2017. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares Gold Trust position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 41,339 iShares Gold Trust shares in Q2 2020, an estimated $1.25M.
  • Boys Arnold & Co first reported a position in iShares Gold Trust in Q2 2016 and held it in 16 quarters.
  • Boys Arnold & Co's iShares Gold Trust position peaked at $1.51M in Q3 2017.
  • 835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.