FGC
IAU icon

Financial Gravity Companies’s iShares Gold Trust IAU Stock Holding History

Financial Gravity Companies’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 		$73K Buy
+2,889
New +$68K 0.07% 244
2018
Q1 		$32K Buy
1,264
+337
+36% +$8.6K 0.03% 450
2017
Q4 		$24K Buy
+927
New +$22.7K 0.03% 460

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

Financial Gravity Companies's IAU Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iShares Gold Trust (IAU) in Q4 2018: 2,889 shares worth $73K. The stake represents 0.07% of the portfolio and ranks #244 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IAU as recently as Q1 2018.

Financial Gravity Companies first reported a position in IAU in Q4 2017 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

  • Financial Gravity Companies held 2,889 shares of iShares Gold Trust worth $73K as of Q4 2018.
  • iShares Gold Trust was a new Financial Gravity Companies position in Q4 2018.
  • iShares Gold Trust made up 0.07% of Financial Gravity Companies's portfolio in Q4 2018, its #244 holding.
  • Financial Gravity Companies first reported a position in iShares Gold Trust in Q4 2017 and has held it in 3 quarters since.
  • 590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.