Clean Yield Group’s iShares Gold Trust IAU Stock Holding History

Clean Yield Group’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	–	Sell	-10,000	Closed	-$229K	–	308
2018 Q3	$229K	Sell	10,000 -7,500	-43%	-$174K	0.09%	128
2018 Q2	$421K	Sell	17,500 -2,500	-13%	-$62.7K	0.17%	94
2018 Q1	$509K	Hold	20,000	–	–	0.21%	90
2017 Q4	$500K	Buy	20,000 +14,000	+233%	+$344K	0.2%	96
2017 Q3	$148K	Hold	6,000	–	–	0.06%	133
2017 Q2	$142K	Hold	6,000	–	–	0.06%	130
2017 Q1	$144K	Hold	6,000	–	–	0.06%	139
2016 Q4	$133K	Hold	6,000	–	–	0.06%	125
2016 Q3	$152K	Hold	6,000	–	–	0.07%	136
2016 Q2	$153K	Buy	+6,000	New	+$146K	0.07%	132

Other funds holding IAU

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Clean Yield Group's IAU Position: Q4 2018 in Review

Clean Yield Group sold out of iShares Gold Trust (IAU) in Q4 2018, closing a stake of 10,000 shares — an estimated $229K sold.

Clean Yield Group first reported a position in IAU in Q2 2016 and held it in 10 quarters. The position peaked at $509K in Q1 2018. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

Clean Yield Group reported no remaining iShares Gold Trust position as of Q4 2018 after selling out during the quarter.
Clean Yield Group sold 10,000 iShares Gold Trust shares in Q4 2018, an estimated $229K.
Clean Yield Group first reported a position in iShares Gold Trust in Q2 2016 and held it in 10 quarters.
Clean Yield Group's iShares Gold Trust position peaked at $509K in Q1 2018.
590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on Clean Yield Group's 13F filing for Q4 2018, filed 23 Jan 2019.