Cypress Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Cypress Wealth 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
2017 Q2	–	Sell	-36,913	Closed	-$887K	–	127
2017 Q1	$887K	Hold	36,913	–	–	0.4%	57
2016 Q4	$818K	Hold	36,913	–	–	0.37%	62
2016 Q3	$937K	Hold	36,913	–	–	0.42%	55
2016 Q2	$942K	Hold	36,913	–	–	0.47%	52
2016 Q1	$877K	Hold	36,913	–	–	0.4%	50
2015 Q4	$755K	Hold	36,913	–	–	0.38%	58
2015 Q3	$796K	Hold	36,913	–	–	0.43%	53
2015 Q2	$837K	Buy	+36,913	New	+$852K	0.49%	53

Other funds holding IAU

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

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

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

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

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

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

Cypress Wealth Advisors's IAU Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of iShares Gold Trust (IAU) in Q2 2017, closing a stake of 36,913 shares — an estimated $887K sold.

Cypress Wealth Advisors first reported a position in IAU in Q2 2015 and held it in 8 quarters. The position peaked at $942K in Q2 2016. 460 funds tracked by Wall St. Rank hold IAU as of Q2 2017.

Cypress Wealth Advisors reported no remaining iShares Gold Trust position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 36,913 iShares Gold Trust shares in Q2 2017, an estimated $887K.
Cypress Wealth Advisors first reported a position in iShares Gold Trust in Q2 2015 and held it in 8 quarters.
Cypress Wealth Advisors's iShares Gold Trust position peaked at $942K in Q2 2016.
460 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.