Girard Partners’s iShares Gold Trust IAU Stock Holding History

Girard Partners’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
2020 Q2	–	Sell	-5,073	Closed	-$152K	–	209
2020 Q1	$152K	Sell	5,073 -142	-3%	-$4.29K	0.03%	200
2019 Q4	$151K	Buy	+5,215	New	+$148K	0.03%	225
2018 Q4	–	Sell	-3,180	Closed	-$72K	–	484
2018 Q3	$72K	Sell	3,180 -2,943	-48%	-$68.4K	0.01%	394
2018 Q2	$147K	Hold	6,123	–	–	0.03%	257
2018 Q1	$156K	Buy	6,123 +750	+14%	+$19.1K	0.04%	235
2017 Q4	$134K	Hold	5,373	–	–	0.03%	274
2017 Q3	$132K	Buy	+5,373	New	+$132K	0.03%	252
2017 Q2	–	Sell	-6,170	Closed	-$148K	–	268
2017 Q1	$148K	Buy	6,170 +1,135	+23%	+$26.7K	0.04%	227
2016 Q4	$112K	Buy	+5,035	New	+$118K	0.03%	219

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

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

CSIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Girard Partners's IAU Position: Q2 2020 in Review

Girard Partners sold out of iShares Gold Trust (IAU) in Q2 2020, closing a stake of 5,073 shares — an estimated $152K sold.

Girard Partners first reported a position in IAU in Q4 2016 and held it in 9 quarters. The position peaked at $156K in Q1 2018. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

Girard Partners reported no remaining iShares Gold Trust position as of Q2 2020 after selling out during the quarter.
Girard Partners sold 5,073 iShares Gold Trust shares in Q2 2020, an estimated $152K.
Girard Partners first reported a position in iShares Gold Trust in Q4 2016 and held it in 9 quarters.
Girard Partners's iShares Gold Trust position peaked at $156K in Q1 2018.
835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Girard Partners's 13F filing for Q2 2020, filed 10 Aug 2020.