Clearshares’s iShares Gold Trust IAU Stock Holding History

Clearshares’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
2020 Q3	–	Sell	-24,584	Closed	-$8.32M	–	36
2020 Q2	$8.32M	Buy	+24,584	New	+$806K	6.65%	2

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clearshares's IAU Position: Q3 2020 in Review

Clearshares sold out of iShares Gold Trust (IAU) in Q3 2020, closing a stake of 24,584 shares — an estimated $8.32M sold.

Clearshares first reported a position in IAU in Q2 2020 and held it in 1 quarter. The position peaked at $8.32M in Q2 2020. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

Clearshares reported no remaining iShares Gold Trust position as of Q3 2020 after selling out during the quarter.
Clearshares sold 24,584 iShares Gold Trust shares in Q3 2020, an estimated $8.32M.
Clearshares first reported a position in iShares Gold Trust in Q2 2020 and held it in 1 quarter.
Clearshares's iShares Gold Trust position peaked at $8.32M in Q2 2020.
877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Clearshares's 13F filing for Q3 2020, filed 29 Oct 2020.