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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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. 552 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.
552 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.