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Fiduciary Trust International of Pennsylvania’s iShares Gold Trust IAU Stock Holding History

Fiduciary Trust International of Pennsylvania’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
Q2 		– Sell
-421,413
Closed -$123M – 376
2019
Q1 		$123M Buy
421,413
+152,475
+57% +$3.81M 5.26% 2
2018
Q4 		$90.8M Sell
268,938
-42,159
-14% -$993K 4.51% 2
2018
Q3 		$119M Buy
311,097
+5,716
+2% +$133K 4.94% 2
2018
Q2 		$110M Buy
305,381
+300,223
+5,821% +$7.53M 4.96% 2
2018
Q1 		$131K Hold
5,158
– – 0.01% 369
2017
Q4 		$129K Buy
+5,158
New +$127K 0.01% 373
2017
Q3 		– Sell
-7,633
Closed -$182K – 357
2017
Q2 		$182K Hold
7,633
– – 0.01% 394
2017
Q1 		$183K Hold
7,633
– – 0.01% 314
2016
Q4 		$169K Sell
7,633
-262
-3% -$6.14K 0.01% 302
2016
Q3 		$200K Buy
7,895
+12
+0.2% +$309 0.02% 299
2016
Q2 		$201K Hold
7,883
– – 0.02% 290
2016
Q1 		$187K Buy
7,883
+75
+1% +$1.72K 0.02% 292
2015
Q4 		$160K Sell
7,808
-162
-2% -$3.46K 0.01% 290
2015
Q3 		$172K Hold
7,970
– – 0.02% 295
2015
Q2 		$181K Sell
7,970
-475
-6% -$11K 0.01% 382
2015
Q1 		$193K Sell
8,445
-2,418
-22% -$57K 0.01% 340
2014
Q4 		$249K Sell
10,863
-875
-7% -$20.3K 0.02% 319
2014
Q3 		$275K Buy
11,738
+350
+3% +$8.69K 0.02% 303
2014
Q2 		$293K Sell
11,388
-35
-0.3% -$875 0.02% 287
2014
Q1 		$284K Buy
11,423
+10
+0.1% +$251 0.02% 285
2013
Q4 		$267K Sell
11,413
-22,830
-67% -$564K 0.02% 284
2013
Q3 		$883K Buy
34,243
+282
+0.8% +$7.28K 0.07% 184
2013
Q2 		$814K Buy
+33,961
New +$935K 0.07% 183

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.81T AUM 41.13% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's IAU Position: Q2 2019 in Review

Fiduciary Trust International of Pennsylvania sold out of iShares Gold Trust (IAU) in Q2 2019, closing a stake of 421,413 shares — an estimated $123M sold.

Fiduciary Trust International of Pennsylvania first reported a position in IAU in Q2 2013 and held it in 23 quarters. The position peaked at $123M in Q1 2019. 618 funds tracked by Wall St. Rank hold IAU as of Q2 2019.

  • Fiduciary Trust International of Pennsylvania reported no remaining iShares Gold Trust position as of Q2 2019 after selling out during the quarter.
  • Fiduciary Trust International of Pennsylvania sold 421,413 iShares Gold Trust shares in Q2 2019, an estimated $123M.
  • Fiduciary Trust International of Pennsylvania first reported a position in iShares Gold Trust in Q2 2013 and held it in 23 quarters.
  • Fiduciary Trust International of Pennsylvania's iShares Gold Trust position peaked at $123M in Q1 2019.
  • 618 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2019.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q2 2019, filed 10 Jul 2019.