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CMT Trading’s iShares Gold Trust IAU Stock Holding History

CMT Trading’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
-5,704
Closed -$130K – 17
2018
Q3 		$130K Hold
5,704
– – 0.33% 19
2018
Q2 		$137K Hold
5,704
– – 0.75% 14
2018
Q1 		$145K Hold
5,704
– – 0.54% 10
2017
Q4 		$143K Buy
+5,704
New +$140K 0.19% 18
2015
Q3 		– Sell
-7,105
Closed -$161K – 40
2015
Q2 		$161K Buy
+7,105
New +$164K 0.31% 42
2015
Q1 		– Sell
-42,547
Closed -$973K – 57
2014
Q4 		$973K Sell
42,547
-1,108
-3% -$25.8K 1.12% 27
2014
Q3 		$1.02M Buy
+43,655
New +$1.08M 1.93% 9
2014
Q2 		– Sell
-30,475
Closed -$758K – 31
2014
Q1 		$758K Buy
+30,475
New +$764K 2.47% 5

Other funds holding IAU

Sumitomo Mitsui Trust Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CMT Trading's IAU Position: Q4 2018 in Review

CMT Trading sold out of iShares Gold Trust (IAU) in Q4 2018, closing a stake of 5,704 shares — an estimated $130K sold.

CMT Trading first reported a position in IAU in Q1 2014 and held it in 8 quarters. The position peaked at $1.02M in Q3 2014. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

  • CMT Trading reported no remaining iShares Gold Trust position as of Q4 2018 after selling out during the quarter.
  • CMT Trading sold 5,704 iShares Gold Trust shares in Q4 2018, an estimated $130K.
  • CMT Trading first reported a position in iShares Gold Trust in Q1 2014 and held it in 8 quarters.
  • CMT Trading's iShares Gold Trust position peaked at $1.02M in Q3 2014.
  • 590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on CMT Trading's 13F filing for Q4 2018, filed 14 Feb 2019.