Jackson Financial Management’s iShares Gold Trust IAU Stock Holding History

Jackson Financial 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
2019 Q4	$1.3M	Buy	+44,895	New	+$1.27M	0.67%	26

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jackson Financial Management's IAU Position: Q4 2019 in Review

Jackson Financial Management opened a new position in iShares Gold Trust (IAU) in Q4 2019: 44,895 shares worth $1.3M. The stake represents 0.67% of the portfolio and ranks #26 among its holdings.

734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

Jackson Financial Management held 44,895 shares of iShares Gold Trust worth $1.3M as of Q4 2019.
iShares Gold Trust was a new Jackson Financial Management position in Q4 2019.
iShares Gold Trust made up 0.67% of Jackson Financial Management's portfolio in Q4 2019, its #26 holding.
734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.