Cadence Bank’s iShares Gold Trust IAU Stock Holding History

Cadence Bank’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
2018 Q4	–	Sell	-31,394	Closed	-$718K	–	240
2018 Q3	$718K	Buy	+31,394	New	+$729K	0.07%	120

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Cadence Bank's IAU Position: Q4 2018 in Review

Cadence Bank sold out of iShares Gold Trust (IAU) in Q4 2018, closing a stake of 31,394 shares — an estimated $718K sold.

Cadence Bank first reported a position in IAU in Q3 2018 and held it in 1 quarter. The position peaked at $718K in Q3 2018. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

Cadence Bank reported no remaining iShares Gold Trust position as of Q4 2018 after selling out during the quarter.
Cadence Bank sold 31,394 iShares Gold Trust shares in Q4 2018, an estimated $718K.
Cadence Bank first reported a position in iShares Gold Trust in Q3 2018 and held it in 1 quarter.
Cadence Bank's iShares Gold Trust position peaked at $718K in Q3 2018.
590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on Cadence Bank's 13F filing for Q4 2018, filed 7 Feb 2019.