Karp Capital Management’s iShares Gold Trust IAU Stock Holding History

Karp Capital 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
2020 Q1	–	Sell	-208,484	Closed	-$6.05M	–	96
2019 Q4	$6.05M	Buy	208,484 +68,853	+49%	+$1.95M	1.59%	25
2019 Q3	$3.94M	Buy	139,631 +23,035	+20%	+$650K	1.15%	40
2019 Q2	$3.15M	Buy	116,596 +1,355	+1%	+$34K	1%	46
2019 Q1	$2.85M	Buy	115,241 +113,025	+5,100%	+$2.82M	1.01%	43
2018 Q4	$54K	Buy	+2,216	New	+$52.2K	0.03%	135

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Karp Capital Management's IAU Position: Q1 2020 in Review

Karp Capital Management sold out of iShares Gold Trust (IAU) in Q1 2020, closing a stake of 208,484 shares — an estimated $6.05M sold.

Karp Capital Management first reported a position in IAU in Q4 2018 and held it in 5 quarters. The position peaked at $6.05M in Q4 2019. 779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

Karp Capital Management reported no remaining iShares Gold Trust position as of Q1 2020 after selling out during the quarter.
Karp Capital Management sold 208,484 iShares Gold Trust shares in Q1 2020, an estimated $6.05M.
Karp Capital Management first reported a position in iShares Gold Trust in Q4 2018 and held it in 5 quarters.
Karp Capital Management's iShares Gold Trust position peaked at $6.05M in Q4 2019.
779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Karp Capital Management's 13F filing for Q1 2020, filed 14 May 2020.