K.J. Harrison & Partners’s iShares Gold Trust IAU Stock Holding History

K.J. Harrison & 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
2019 Q2	–	Sell	-7,173	Closed	-$178K	–	158
2019 Q1	$178K	Buy	+7,173	New	+$179K	0.06%	144

Other funds holding IAU

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

K.J. Harrison & Partners's IAU Position: Q2 2019 in Review

K.J. Harrison & Partners sold out of iShares Gold Trust (IAU) in Q2 2019, closing a stake of 7,173 shares — an estimated $178K sold.

K.J. Harrison & Partners first reported a position in IAU in Q1 2019 and held it in 1 quarter. The position peaked at $178K in Q1 2019. 618 funds tracked by Wall St. Rank hold IAU as of Q2 2019.

K.J. Harrison & Partners reported no remaining iShares Gold Trust position as of Q2 2019 after selling out during the quarter.
K.J. Harrison & Partners sold 7,173 iShares Gold Trust shares in Q2 2019, an estimated $178K.
K.J. Harrison & Partners first reported a position in iShares Gold Trust in Q1 2019 and held it in 1 quarter.
K.J. Harrison & Partners's iShares Gold Trust position peaked at $178K in Q1 2019.
618 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2019.

Based on K.J. Harrison & Partners's 13F filing for Q2 2019, filed 5 Aug 2019.