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Global Endowment Management’s iShares Gold Trust IAU Stock Holding History

Global Endowment Management’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
Q3 		– Sell
-9,650
Closed -$232K – 230
2018
Q2 		$232K Buy
+9,650
New +$242K 0.03% 215
2017
Q1 		– Sell
-15,380
Closed -$341K – 256
2016
Q4 		$341K Buy
+15,380
New +$361K 0.05% 205

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
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
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

Global Endowment Management's IAU Position: Q3 2018 in Review

Global Endowment Management sold out of iShares Gold Trust (IAU) in Q3 2018, closing a stake of 9,650 shares — an estimated $232K sold.

Global Endowment Management first reported a position in IAU in Q4 2016 and held it in 2 quarters. The position peaked at $341K in Q4 2016. 553 funds tracked by Wall St. Rank hold IAU as of Q3 2018.

  • Global Endowment Management reported no remaining iShares Gold Trust position as of Q3 2018 after selling out during the quarter.
  • Global Endowment Management sold 9,650 iShares Gold Trust shares in Q3 2018, an estimated $232K.
  • Global Endowment Management first reported a position in iShares Gold Trust in Q4 2016 and held it in 2 quarters.
  • Global Endowment Management's iShares Gold Trust position peaked at $341K in Q4 2016.
  • 553 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2018.

Based on Global Endowment Management's 13F filing for Q3 2018, filed 9 Nov 2018.