Clarfeld Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Clarfeld Financial Advisors’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	$144K	Buy	+5,849	New	+$138K	0.12%	55

Other funds holding IAU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarfeld Financial Advisors's IAU Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Gold Trust (IAU) in Q4 2018: 5,849 shares worth $144K. The stake represents 0.12% of the portfolio and ranks #55 among its holdings.

590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

Clarfeld Financial Advisors held 5,849 shares of iShares Gold Trust worth $144K as of Q4 2018.
iShares Gold Trust was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Gold Trust made up 0.12% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #55 holding.
590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.