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Mandatum Life Insurance Company’s iShares Gold Trust IAU Stock Holding History

Mandatum Life Insurance Company’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
-1,165
Closed -$28K – 156
2018
Q2 		$28K Buy
+1,165
New +$29.2K 0.01% 158
2018
Q1 		– Sell
-2,398
Closed -$60K – 166
2017
Q4 		$60K Buy
+2,398
New +$58.8K 0.01% 185
2016
Q1 		– Sell
-795
Closed -$16K – 235
2015
Q4 		$16K Buy
+795
New +$17K ﹤0.01% 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

Mandatum Life Insurance Company's IAU Position: Q3 2018 in Review

Mandatum Life Insurance Company sold out of iShares Gold Trust (IAU) in Q3 2018, closing a stake of 1,165 shares — an estimated $28K sold.

Mandatum Life Insurance Company first reported a position in IAU in Q4 2015 and held it in 3 quarters. The position peaked at $60K in Q4 2017. 553 funds tracked by Wall St. Rank hold IAU as of Q3 2018.

  • Mandatum Life Insurance Company reported no remaining iShares Gold Trust position as of Q3 2018 after selling out during the quarter.
  • Mandatum Life Insurance Company sold 1,165 iShares Gold Trust shares in Q3 2018, an estimated $28K.
  • Mandatum Life Insurance Company first reported a position in iShares Gold Trust in Q4 2015 and held it in 3 quarters.
  • Mandatum Life Insurance Company's iShares Gold Trust position peaked at $60K in Q4 2017.
  • 553 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2018.

Based on Mandatum Life Insurance Company's 13F filing for Q3 2018, filed 13 Nov 2018.