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CIBC Bank USA’s iShares Gold Trust IAU Stock Holding History

CIBC Bank USA’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
Q1 		– Sell
-7,110
Closed -$178K – 272
2017
Q4 		$178K Sell
7,110
-3,540
-33% -$86.9K 0.02% 258
2017
Q3 		$262K Hold
10,650
– – 0.03% 215
2017
Q2 		$254K Hold
10,650
– – 0.03% 225
2017
Q1 		$256K Buy
10,650
+650
+7% +$15.3K 0.04% 218
2016
Q4 		$222K Hold
10,000
– – 0.03% 232
2016
Q3 		$253K Buy
10,000
+587
+6% +$15.1K 0.04% 217
2016
Q2 		$239K Hold
9,413
– – 0.04% 219
2016
Q1 		$224K Hold
9,413
– – 0.04% 203
2015
Q4 		$193K Hold
9,413
– – 0.03% 226
2015
Q3 		$203K Hold
9,413
– – 0.04% 231
2015
Q2 		$214K Hold
9,413
– – 0.04% 247
2015
Q1 		$216K Hold
9,413
– – 0.04% 244
2014
Q4 		$216K Hold
9,413
– – 0.04% 268
2014
Q3 		$221K Sell
9,413
-1,375
-13% -$34.1K 0.04% 266
2014
Q2 		$278K Hold
10,788
– – 0.05% 242
2014
Q1 		$268K Hold
10,788
– – 0.06% 249
2013
Q4 		$252K Hold
10,788
– – 0.06% 258
2013
Q3 		$278K Sell
10,788
-6,912
-39% -$178K 0.07% 248
2013
Q2 		$425K Buy
+17,700
New +$487K 0.03% 255

Other funds holding IAU

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Bank USA's IAU Position: Q1 2018 in Review

CIBC Bank USA sold out of iShares Gold Trust (IAU) in Q1 2018, closing a stake of 7,110 shares — an estimated $178K sold.

CIBC Bank USA first reported a position in IAU in Q2 2013 and held it in 19 quarters. The position peaked at $425K in Q2 2013. 552 funds tracked by Wall St. Rank hold IAU as of Q1 2018.

  • CIBC Bank USA reported no remaining iShares Gold Trust position as of Q1 2018 after selling out during the quarter.
  • CIBC Bank USA sold 7,110 iShares Gold Trust shares in Q1 2018, an estimated $178K.
  • CIBC Bank USA first reported a position in iShares Gold Trust in Q2 2013 and held it in 19 quarters.
  • CIBC Bank USA's iShares Gold Trust position peaked at $425K in Q2 2013.
  • 552 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2018.

Based on CIBC Bank USA's 13F filing for Q1 2018, filed 11 Apr 2018.