Capital Guardian Trust’s iShares Gold Trust IAU Stock Holding History

Capital Guardian Trust’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 Q2	–	Sell	-475	Closed	-$12K	–	237
2018 Q1	$12K	Buy	+475	New	+$12.1K	﹤0.01%	235
2017 Q4	–	Sell	-900	Closed	-$22K	–	248
2017 Q3	$22K	Buy	+900	New	+$22.1K	﹤0.01%	223
2017 Q2	–	Sell	-68,000	Closed	-$1.63M	–	358
2017 Q1	$1.63M	Hold	68,000	–	–	0.01%	217
2016 Q4	$1.51M	Hold	68,000	–	–	0.01%	225
2016 Q3	$1.73M	Buy	+68,000	New	+$1.75M	0.01%	229

Other funds holding IAU

CSIA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Guardian Trust's IAU Position: Q2 2018 in Review

Capital Guardian Trust sold out of iShares Gold Trust (IAU) in Q2 2018, closing a stake of 475 shares — an estimated $12K sold.

Capital Guardian Trust first reported a position in IAU in Q3 2016 and held it in 5 quarters. The position peaked at $1.73M in Q3 2016. 564 funds tracked by Wall St. Rank hold IAU as of Q2 2018.

Capital Guardian Trust reported no remaining iShares Gold Trust position as of Q2 2018 after selling out during the quarter.
Capital Guardian Trust sold 475 iShares Gold Trust shares in Q2 2018, an estimated $12K.
Capital Guardian Trust first reported a position in iShares Gold Trust in Q3 2016 and held it in 5 quarters.
Capital Guardian Trust's iShares Gold Trust position peaked at $1.73M in Q3 2016.
564 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2018.

Based on Capital Guardian Trust's 13F filing for Q2 2018, filed 14 Aug 2018.