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Legacy Advisors’s iShares Gold Trust IAU Stock Holding History

Legacy Advisors’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
Q3 		– Sell
-868
Closed -$21K – 482
2018
Q2 		$21K Buy
+868
New +$21.8K 0.02% 250

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

Legacy Advisors's IAU Position: Q3 2018 in Review

Legacy Advisors sold out of iShares Gold Trust (IAU) in Q3 2018, closing a stake of 868 shares — an estimated $21K sold.

Legacy Advisors first reported a position in IAU in Q2 2018 and held it in 1 quarter. The position peaked at $21K in Q2 2018. 553 funds tracked by Wall St. Rank hold IAU as of Q3 2018.

  • Legacy Advisors reported no remaining iShares Gold Trust position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 868 iShares Gold Trust shares in Q3 2018, an estimated $21K.
  • Legacy Advisors first reported a position in iShares Gold Trust in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's iShares Gold Trust position peaked at $21K in Q2 2018.
  • 553 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.