Capital Investment Advisory Services’s iShares Gold Trust IAU Stock Holding History

Capital Investment Advisory Services’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
2019 Q4	–	Sell	-1,075	Closed	-$30K	–	888
2019 Q3	$30K	Buy	1,075 +358	+50%	+$10.1K	0.01%	688
2019 Q2	$20K	Buy	717 +5	+0.7%	+$125	0.01%	777
2019 Q1	$18K	Hold	712	–	–	0.01%	704
2018 Q4	$17K	Buy	+712	New	+$16.8K	0.01%	673

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

CSIA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Investment Advisory Services's IAU Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of iShares Gold Trust (IAU) in Q4 2019, closing a stake of 1,075 shares — an estimated $30K sold.

Capital Investment Advisory Services first reported a position in IAU in Q4 2018 and held it in 4 quarters. The position peaked at $30K in Q3 2019. 734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

Capital Investment Advisory Services reported no remaining iShares Gold Trust position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 1,075 iShares Gold Trust shares in Q4 2019, an estimated $30K.
Capital Investment Advisory Services first reported a position in iShares Gold Trust in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's iShares Gold Trust position peaked at $30K in Q3 2019.
734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.