First Personal Financial Services’s iShares Gold Trust IAU Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-8,461	Closed	-$228K	–	641
2019 Q2	$228K	Hold	8,461	–	–	0.07%	160
2019 Q1	$209K	Hold	8,461	–	–	0.06%	159
2018 Q4	$208K	Buy	8,461 +982	+13%	+$23.1K	0.07%	155
2018 Q3	$171K	Hold	7,479	–	–	0.05%	173
2018 Q2	$180K	Hold	7,479	–	–	0.06%	166
2018 Q1	$190K	Buy	+7,479	New	+$191K	0.04%	219
2017 Q4	–	Sell	-1,600	Closed	-$39K	–	996
2017 Q3	$39K	Hold	1,600	–	–	0.01%	469
2017 Q2	$38K	Buy	+1,600	New	+$38.7K	0.01%	467
2016 Q4	–	Sell	-66,721	Closed	-$1.69M	–	924
2016 Q3	$1.69M	Buy	66,721 +34,646	+108%	+$892K	0.49%	65
2016 Q2	$819K	Buy	32,075 +16,536	+106%	+$402K	0.28%	84
2016 Q1	$369K	Buy	+15,539	New	+$355K	0.18%	100
2015 Q4	–	Sell	-1,250	Closed	-$27K	–	444
2015 Q3	$27K	Buy	+1,250	New	+$27.2K	0.02%	212

Other funds holding IAU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

First Personal Financial Services's IAU Position: Q3 2019 in Review

First Personal Financial Services sold out of iShares Gold Trust (IAU) in Q3 2019, closing a stake of 8,461 shares — an estimated $228K sold.

First Personal Financial Services first reported a position in IAU in Q3 2015 and held it in 12 quarters. The position peaked at $1.69M in Q3 2016. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

First Personal Financial Services reported no remaining iShares Gold Trust position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 8,461 iShares Gold Trust shares in Q3 2019, an estimated $228K.
First Personal Financial Services first reported a position in iShares Gold Trust in Q3 2015 and held it in 12 quarters.
First Personal Financial Services's iShares Gold Trust position peaked at $1.69M in Q3 2016.
646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.