Linscomb Wealth’s iShares Gold Trust IAU Stock Holding History

Linscomb Wealth’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	-5,113	Closed	-$148K	–	404
2019 Q4	$148K	Buy	+5,113	New	+$145K	0.01%	410
2013 Q3	–	Sell	-5,582	Closed	-$134K	–	244
2013 Q2	$134K	Buy	+5,582	New	+$154K	0.02%	225

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

Linscomb Wealth's IAU Position: Q1 2020 in Review

Linscomb Wealth sold out of iShares Gold Trust (IAU) in Q1 2020, closing a stake of 5,113 shares — an estimated $148K sold.

Linscomb Wealth first reported a position in IAU in Q2 2013 and held it in 2 quarters. The position peaked at $148K in Q4 2019. 779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

Linscomb Wealth reported no remaining iShares Gold Trust position as of Q1 2020 after selling out during the quarter.
Linscomb Wealth sold 5,113 iShares Gold Trust shares in Q1 2020, an estimated $148K.
Linscomb Wealth first reported a position in iShares Gold Trust in Q2 2013 and held it in 2 quarters.
Linscomb Wealth's iShares Gold Trust position peaked at $148K in Q4 2019.
779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Linscomb Wealth's 13F filing for Q1 2020, filed 11 May 2020.