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

ERTS 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
2019
Q1 		– Sell
-750
Closed -$18K – 183
2018
Q4 		$18K Buy
+750
New +$17.7K 0.01% 217

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

ERTS Wealth Advisors's IAU Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of iShares Gold Trust (IAU) in Q1 2019, closing a stake of 750 shares — an estimated $18K sold.

ERTS Wealth Advisors first reported a position in IAU in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 612 funds tracked by Wall St. Rank hold IAU as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining iShares Gold Trust position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 750 iShares Gold Trust shares in Q1 2019, an estimated $18K.
  • ERTS Wealth Advisors first reported a position in iShares Gold Trust in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's iShares Gold Trust position peaked at $18K in Q4 2018.
  • 612 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.