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Guidant Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Guidant Wealth Advisors’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 		$240K Hold
8,525
– – 0.09% 100
2019
Q2 		$230K Hold
8,525
– – 0.09% 103
2019
Q1 		$211K Buy
+8,525
New +$213K 0.08% 104

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
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
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
JP Morgan Chase
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guidant Wealth Advisors's IAU Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q3 2019 at 8,525 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #100.

Guidant Wealth Advisors first reported a position in IAU in Q1 2019 and has held it in 3 quarters since. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

  • Guidant Wealth Advisors held 8,525 shares of iShares Gold Trust worth $240K as of Q3 2019.
  • Guidant Wealth Advisors left its iShares Gold Trust share count unchanged in Q3 2019.
  • iShares Gold Trust made up 0.09% of Guidant Wealth Advisors's portfolio in Q3 2019, its #100 holding.
  • Guidant Wealth Advisors first reported a position in iShares Gold Trust in Q1 2019 and has held it in 3 quarters since.
  • 646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.