DSC Advisors’s iShares Gold Trust IAU Stock Holding History

DSC 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 Q3	–	Sell	-122,550	Closed	-$2.93M	–	71
2017 Q2	$2.93M	Buy	+122,550	New	+$2.97M	0.96%	22
2015 Q4	–	Sell	-92,426	Closed	-$1.99M	–	70
2015 Q3	$1.99M	Buy	+92,426	New	+$2.01M	0.97%	27
2015 Q1	–	Sell	-37,025	Closed	-$847K	–	80
2014 Q4	$847K	Buy	37,025 +28,525	+336%	+$663K	0.49%	39
2014 Q3	$199K	Buy	+8,500	New	+$211K	0.1%	63
2014 Q2	–	Sell	-149,499	Closed	-$3.72M	–	73
2014 Q1	$3.72M	Buy	+149,499	New	+$3.75M	1.84%	19

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

DSC Advisors's IAU Position: Q3 2017 in Review

DSC Advisors sold out of iShares Gold Trust (IAU) in Q3 2017, closing a stake of 122,550 shares — an estimated $2.93M sold.

DSC Advisors first reported a position in IAU in Q1 2014 and held it in 5 quarters. The position peaked at $3.72M in Q1 2014. 480 funds tracked by Wall St. Rank hold IAU as of Q3 2017.

DSC Advisors reported no remaining iShares Gold Trust position as of Q3 2017 after selling out during the quarter.
DSC Advisors sold 122,550 iShares Gold Trust shares in Q3 2017, an estimated $2.93M.
DSC Advisors first reported a position in iShares Gold Trust in Q1 2014 and held it in 5 quarters.
DSC Advisors's iShares Gold Trust position peaked at $3.72M in Q1 2014.
480 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2017.

Based on DSC Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.