EA
IAU icon

Evanston Advisors’s iShares Gold Trust IAU Stock Holding History

Evanston 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
2018
Q4 		$17.5M Sell
709,976
-14,642
-2% -$345K 4.74% 7
2018
Q3 		$16.6M Buy
724,618
+29,969
+4% +$696K 3.62% 6
2018
Q2 		$16.7M Buy
694,649
+3,006
+0.4% +$75.4K 3.77% 6
2018
Q1 		$17.6M Buy
691,643
+22,331
+3% +$570K 4.1% 6
2017
Q4 		$16.7M Sell
669,312
-17,155
-2% -$421K 4.01% 5
2017
Q3 		$16.9M Buy
+686,467
New +$16.9M 4.06% 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

Evanston Advisors's IAU Position: Q4 2018 in Review

Evanston Advisors reduced its iShares Gold Trust (IAU) stake by 2% in Q4 2018, selling an estimated $345K and leaving 709,976 shares worth $17.5M. The position accounts for 4.74% of the portfolio, ranked #7.

Evanston Advisors first reported a position in IAU in Q3 2017 and has held it in 6 quarters since. The position peaked at $17.6M in Q1 2018. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

  • Evanston Advisors held 709,976 shares of iShares Gold Trust worth $17.5M as of Q4 2018.
  • Evanston Advisors sold 14,642 iShares Gold Trust shares in Q4 2018, an estimated $345K.
  • iShares Gold Trust made up 4.74% of Evanston Advisors's portfolio in Q4 2018, its #7 holding.
  • Evanston Advisors first reported a position in iShares Gold Trust in Q3 2017 and has held it in 6 quarters since.
  • Evanston Advisors's iShares Gold Trust position peaked at $17.6M in Q1 2018.
  • 590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.