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Cedar Hill Associates’s iShares Gold Trust IAU Stock Holding History

Cedar Hill Associates’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 		$228K Sell
9,294
-4,350
-32% -$102K 0.09% 101
2018
Q3 		$311K Sell
13,644
-47,405
-78% -$1.1M 0.07% 95
2018
Q2 		$1.47M Sell
61,049
-3,649
-6% -$91.5K 0.31% 62
2018
Q1 		$1.65M Sell
64,698
-15,048
-19% -$384K 0.33% 59
2017
Q4 		$2M Sell
79,746
-26,148
-25% -$642K 0.35% 58
2017
Q3 		$2.61M Buy
105,894
+95,456
+915% +$2.35M 0.45% 57
2017
Q2 		$249K Sell
10,438
-2,050
-16% -$49.6K 0.05% 74
2017
Q1 		$300K Sell
12,488
-1,000
-7% -$23.5K 0.06% 71
2016
Q4 		$299K Sell
13,488
-1,250
-8% -$29.3K 0.05% 69
2016
Q3 		$374K Hold
14,738
– – 0.06% 67
2016
Q2 		$376K Hold
14,738
– – 0.06% 66
2016
Q1 		$350K Sell
14,738
-1,600
-10% -$36.6K 0.06% 69
2015
Q4 		$334K Sell
16,338
-28,900
-64% -$616K 0.06% 72
2015
Q3 		$975K Sell
45,238
-24,975
-36% -$543K 0.17% 57
2015
Q2 		$1.59M Sell
70,213
-250
-0.4% -$5.77K 0.25% 57
2015
Q1 		$1.61M Buy
70,463
+6,375
+10% +$150K 0.26% 57
2014
Q4 		$1.47M Sell
64,088
-2,100
-3% -$48.8K 0.23% 61
2014
Q3 		$1.55M Sell
66,188
-3,975
-6% -$98.7K 0.25% 62
2014
Q2 		$1.81M Sell
70,163
-250
-0.4% -$6.25K 0.29% 58
2014
Q1 		$1.75M Sell
70,413
-2,900
-4% -$72.7K 0.29% 58
2013
Q4 		$1.71M Sell
73,313
-127,400
-63% -$3.15M 0.3% 58
2013
Q3 		$5.17M Sell
200,713
-14,737
-7% -$380K 0.99% 48
2013
Q2 		$5.17M Buy
+215,450
New +$5.93M 1.01% 48

Other funds holding IAU

Sumitomo Mitsui Trust Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cedar Hill Associates's IAU Position: Q4 2018 in Review

Cedar Hill Associates reduced its iShares Gold Trust (IAU) stake by 32% in Q4 2018, selling an estimated $102K and leaving 9,294 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #101.

Cedar Hill Associates first reported a position in IAU in Q2 2013 and has held it in 23 quarters since. The position peaked at $5.17M in Q3 2013. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

  • Cedar Hill Associates held 9,294 shares of iShares Gold Trust worth $228K as of Q4 2018.
  • Cedar Hill Associates sold 4,350 iShares Gold Trust shares in Q4 2018, an estimated $102K.
  • iShares Gold Trust made up 0.09% of Cedar Hill Associates's portfolio in Q4 2018, its #101 holding.
  • Cedar Hill Associates first reported a position in iShares Gold Trust in Q2 2013 and has held it in 23 quarters since.
  • Cedar Hill Associates's iShares Gold Trust position peaked at $5.17M in Q3 2013.
  • 590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.