HFS
IAU icon

HL Financial Services’s iShares Gold Trust IAU Stock Holding History

HL 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
Q1 		$187K Sell
7,540
-348
-4% -$8.69K ﹤0.01% 712
2018
Q4 		$194K Buy
7,888
+348
+5% +$8.19K ﹤0.01% 694
2018
Q3 		$172K Sell
7,540
-118,844
-94% -$2.76M ﹤0.01% 734
2018
Q2 		$3.04M Buy
126,384
+109,244
+637% +$2.74M 0.05% 219
2018
Q1 		$436K Sell
17,140
-432
-2% -$11K 0.01% 518
2017
Q4 		$440K Hold
17,572
– – 0.01% 449
2017
Q3 		$433K Buy
17,572
+432
+3% +$10.6K 0.01% 514
2017
Q2 		$409K Hold
17,140
– – 0.01% 510
2017
Q1 		$412K Hold
17,140
– – 0.01% 498
2016
Q4 		$380K Hold
17,140
– – 0.01% 511
2016
Q3 		$435K Hold
17,140
– – 0.01% 456
2016
Q2 		$437K Sell
17,140
-100
-0.6% -$2.43K 0.01% 457
2016
Q1 		$410K Buy
17,240
+100
+0.6% +$2.29K 0.01% 466
2015
Q4 		$351K Hold
17,140
– – 0.01% 518
2015
Q3 		$370K Sell
17,140
-150
-0.9% -$3.26K 0.01% 483
2015
Q2 		$392K Sell
17,290
-239
-1% -$5.51K 0.01% 504
2015
Q1 		$401K Sell
17,529
-9,391
-35% -$221K 0.01% 508
2014
Q4 		$616K Sell
26,920
-438
-2% -$10.2K 0.02% 382
2014
Q3 		$640K Hold
27,358
– – 0.02% 356
2014
Q2 		$705K Sell
27,358
-80
-0.3% -$2K 0.02% 341
2014
Q1 		$683K Sell
27,438
-840
-3% -$21.1K 0.02% 330
2013
Q4 		$661K Sell
28,278
-305
-1% -$7.53K 0.02% 325
2013
Q3 		$737K Sell
28,583
-3,901
-12% -$101K 0.03% 273
2013
Q2 		$779K Buy
+32,484
New +$894K 0.03% 250

Other funds holding IAU

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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

HL Financial Services's IAU Position: Q1 2019 in Review

HL Financial Services reduced its iShares Gold Trust (IAU) stake by 4.4% in Q1 2019, selling an estimated $8.69K and leaving 7,540 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

HL Financial Services first reported a position in IAU in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.04M in Q2 2018. 612 funds tracked by Wall St. Rank hold IAU as of Q1 2019.

  • HL Financial Services held 7,540 shares of iShares Gold Trust worth $187K as of Q1 2019.
  • HL Financial Services sold 348 iShares Gold Trust shares in Q1 2019, an estimated $8.69K.
  • iShares Gold Trust made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #712 holding.
  • HL Financial Services first reported a position in iShares Gold Trust in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's iShares Gold Trust position peaked at $3.04M in Q2 2018.
  • 612 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.