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Chemical Bank’s iShares Gold Trust IAU Stock Holding History

Chemical 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
2019
Q2 		$182K Sell
6,763
-5,452
-45% -$137K 0.02% 344
2019
Q1 		$303K Hold
12,215
– – 0.03% 302
2018
Q4 		$301K Hold
12,215
– – 0.04% 299
2018
Q3 		$279K Hold
12,215
– – 0.03% 327
2018
Q2 		$293K Hold
12,215
– – 0.03% 315
2018
Q1 		$311K Buy
12,215
+4,032
+49% +$103K 0.03% 308
2017
Q4 		$204K Buy
8,183
+235
+3% +$5.77K 0.02% 358
2017
Q3 		$195K Buy
7,948
+26
+0.3% +$640 0.02% 350
2017
Q2 		$189K Hold
7,922
– – 0.02% 367
2017
Q1 		$190K Hold
7,922
– – 0.02% 358
2016
Q4 		$175K Hold
7,922
– – 0.02% 351
2016
Q3 		$201K Sell
7,922
-400
-5% -$10.3K 0.03% 315
2016
Q2 		$212K Hold
8,322
– – 0.03% 314
2016
Q1 		$198K Sell
8,322
-46
-0.5% -$1.05K 0.03% 310
2015
Q4 		$172K Hold
8,368
– – 0.02% 318
2015
Q3 		$181K Hold
8,368
– – 0.03% 307
2015
Q2 		$190K Hold
8,368
– – 0.03% 314
2015
Q1 		$191K Buy
8,368
+150
+2% +$3.54K 0.03% 325
2014
Q4 		$188K Sell
8,218
-1,937
-19% -$45K 0.02% 323
2014
Q3 		$237K Hold
10,155
– – 0.04% 273
2014
Q2 		$261K Buy
10,155
+15
+0.1% +$375 0.04% 259
2014
Q1 		$252K Buy
10,140
+865
+9% +$21.7K 0.05% 261
2013
Q4 		$217K Sell
9,275
-5,294
-36% -$131K 0.04% 276
2013
Q3 		$376K Buy
+14,569
New +$376K 0.07% 215

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chemical Bank's IAU Position: Q2 2019 in Review

Chemical Bank reduced its iShares Gold Trust (IAU) stake by 45% in Q2 2019, selling an estimated $137K and leaving 6,763 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #344.

Chemical Bank first reported a position in IAU in Q3 2013 and has held it in 24 quarters since. The position peaked at $376K in Q3 2013. 617 funds tracked by Wall St. Rank hold IAU as of Q2 2019.

  • Chemical Bank held 6,763 shares of iShares Gold Trust worth $182K as of Q2 2019.
  • Chemical Bank sold 5,452 iShares Gold Trust shares in Q2 2019, an estimated $137K.
  • iShares Gold Trust made up 0.02% of Chemical Bank's portfolio in Q2 2019, its #344 holding.
  • Chemical Bank first reported a position in iShares Gold Trust in Q3 2013 and has held it in 24 quarters since.
  • Chemical Bank's iShares Gold Trust position peaked at $376K in Q3 2013.
  • 617 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2019.

Based on Chemical Bank's 13F filing for Q2 2019, filed 25 Jul 2019.