CA Family Wealth’s iShares Gold Trust IAU Stock Holding History

CA Family Wealth’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 Q1	$4.04M	Buy	+133,889	New	+$4.05M	4.25%	2

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

CA Family Wealth's IAU Position: Q1 2020 in Review

CA Family Wealth opened a new position in iShares Gold Trust (IAU) in Q1 2020: 133,889 shares worth $4.04M. The stake represents 4.25% of the portfolio and ranks #2 among its holdings.

779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

CA Family Wealth held 133,889 shares of iShares Gold Trust worth $4.04M as of Q1 2020.
iShares Gold Trust was a new CA Family Wealth position in Q1 2020.
iShares Gold Trust made up 4.25% of CA Family Wealth's portfolio in Q1 2020, its #2 holding.
779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.