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Lavaca Capital’s iShares Gold Trust IAU Stock Holding History

Lavaca Capital’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
-250
Closed -$6K – 201
2019
Q1 		$6K Hold
250
– – 0.01% 305
2018
Q4 		$6K Buy
+250
New +$5.89K 0.01% 272

Other funds holding IAU

Sumitomo Mitsui Trust Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lavaca Capital's IAU Position: Q2 2019 in Review

Lavaca Capital sold out of iShares Gold Trust (IAU) in Q2 2019, closing a stake of 250 shares — an estimated $6K sold.

Lavaca Capital first reported a position in IAU in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 618 funds tracked by Wall St. Rank hold IAU as of Q2 2019.

  • Lavaca Capital reported no remaining iShares Gold Trust position as of Q2 2019 after selling out during the quarter.
  • Lavaca Capital sold 250 iShares Gold Trust shares in Q2 2019, an estimated $6K.
  • Lavaca Capital first reported a position in iShares Gold Trust in Q4 2018 and held it in 2 quarters.
  • Lavaca Capital's iShares Gold Trust position peaked at $6K in Q1 2019.
  • 618 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.