Cascadia Advisory Services’s iShares Gold Trust IAU Stock Holding History

Cascadia 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
2020 Q3	$2M	Sell	55,481 -36,656	-40%	-$1.34M	0.56%	47
2020 Q2	$3.13M	Buy	+92,137	New	+$3.02M	0.96%	17
2019 Q4	$430K	Buy	+14,841	New	+$421K	0.12%	144

Other funds holding IAU

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

CSIA

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cascadia Advisory Services's IAU Position: Q3 2020 in Review

Cascadia Advisory Services reduced its iShares Gold Trust (IAU) stake by 40% in Q3 2020, selling an estimated $1.34M and leaving 55,481 shares worth $2M. The position accounts for 0.56% of the portfolio, ranked #47.

Cascadia Advisory Services first reported a position in IAU in Q4 2019 and has held it in 3 quarters since. The position peaked at $3.13M in Q2 2020. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

Cascadia Advisory Services held 55,481 shares of iShares Gold Trust worth $2M as of Q3 2020.
Cascadia Advisory Services sold 36,656 iShares Gold Trust shares in Q3 2020, an estimated $1.34M.
iShares Gold Trust made up 0.56% of Cascadia Advisory Services's portfolio in Q3 2020, its #47 holding.
Cascadia Advisory Services first reported a position in iShares Gold Trust in Q4 2019 and has held it in 3 quarters since.
Cascadia Advisory Services's iShares Gold Trust position peaked at $3.13M in Q2 2020.
877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.