KGH Ltd’s iShares Gold Trust IAU Stock Holding History

KGH Ltd’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	–	Sell	-87,029	Closed	-$2.45M	–	35
2019 Q3	$2.45M	Buy	+87,029	New	+$2.45M	0.44%	25

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KGH Ltd's IAU Position: Q4 2019 in Review

KGH Ltd sold out of iShares Gold Trust (IAU) in Q4 2019, closing a stake of 87,029 shares — an estimated $2.45M sold.

KGH Ltd first reported a position in IAU in Q3 2019 and held it in 1 quarter. The position peaked at $2.45M in Q3 2019. 734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

KGH Ltd reported no remaining iShares Gold Trust position as of Q4 2019 after selling out during the quarter.
KGH Ltd sold 87,029 iShares Gold Trust shares in Q4 2019, an estimated $2.45M.
KGH Ltd first reported a position in iShares Gold Trust in Q3 2019 and held it in 1 quarter.
KGH Ltd's iShares Gold Trust position peaked at $2.45M in Q3 2019.
734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on KGH Ltd's 13F filing for Q4 2019, filed 14 Feb 2020.