FC
IAU icon

Fulcrum Capital’s iShares Gold Trust IAU Stock Holding History

Fulcrum Capital’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
Q2 		– Sell
-16,417
Closed -$418K – 54
2018
Q1 		$418K Sell
16,417
-500
-3% -$12.8K 0.14% 53
2017
Q4 		$423K Buy
+16,917
New +$415K 0.14% 53

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fulcrum Capital's IAU Position: Q2 2018 in Review

Fulcrum Capital sold out of iShares Gold Trust (IAU) in Q2 2018, closing a stake of 16,417 shares — an estimated $418K sold.

Fulcrum Capital first reported a position in IAU in Q4 2017 and held it in 2 quarters. The position peaked at $423K in Q4 2017. 564 funds tracked by Wall St. Rank hold IAU as of Q2 2018.

  • Fulcrum Capital reported no remaining iShares Gold Trust position as of Q2 2018 after selling out during the quarter.
  • Fulcrum Capital sold 16,417 iShares Gold Trust shares in Q2 2018, an estimated $418K.
  • Fulcrum Capital first reported a position in iShares Gold Trust in Q4 2017 and held it in 2 quarters.
  • Fulcrum Capital's iShares Gold Trust position peaked at $423K in Q4 2017.
  • 564 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2018.

Based on Fulcrum Capital's 13F filing for Q2 2018, filed 3 Aug 2018.