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Keeler Thomas Management’s iShares Gold Trust IAU Stock Holding History

Keeler Thomas 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
2018
Q1 		– Sell
-100
Closed -$2K – 90
2017
Q4 		$2K Buy
+100
New +$2.45K ﹤0.01% 155

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keeler Thomas Management's IAU Position: Q1 2018 in Review

Keeler Thomas Management sold out of iShares Gold Trust (IAU) in Q1 2018, closing a stake of 100 shares — an estimated $2K sold.

Keeler Thomas Management first reported a position in IAU in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 552 funds tracked by Wall St. Rank hold IAU as of Q1 2018.

  • Keeler Thomas Management reported no remaining iShares Gold Trust position as of Q1 2018 after selling out during the quarter.
  • Keeler Thomas Management sold 100 iShares Gold Trust shares in Q1 2018, an estimated $2K.
  • Keeler Thomas Management first reported a position in iShares Gold Trust in Q4 2017 and held it in 1 quarter.
  • Keeler Thomas Management's iShares Gold Trust position peaked at $2K in Q4 2017.
  • 552 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2018.

Based on Keeler Thomas Management's 13F filing for Q1 2018, filed 7 May 2018.