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Marino Stram & Associates’s iShares Gold Trust IAU Stock Holding History

Marino Stram & Associates’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
Q2 		– Sell
-350
Closed -$9K – 501
2018
Q1 		$9K Hold
350
– – 0.01% 318
2017
Q4 		$9K Buy
+350
New +$8.59K 0.01% 318

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Marino Stram & Associates's IAU Position: Q2 2018 in Review

Marino Stram & Associates sold out of iShares Gold Trust (IAU) in Q2 2018, closing a stake of 350 shares — an estimated $9K sold.

Marino Stram & Associates first reported a position in IAU in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 564 funds tracked by Wall St. Rank hold IAU as of Q2 2018.

  • Marino Stram & Associates reported no remaining iShares Gold Trust position as of Q2 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 350 iShares Gold Trust shares in Q2 2018, an estimated $9K.
  • Marino Stram & Associates first reported a position in iShares Gold Trust in Q4 2017 and held it in 2 quarters.
  • Marino Stram & Associates's iShares Gold Trust position peaked at $9K in Q1 2018.
  • 564 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2018.

Based on Marino Stram & Associates's 13F filing for Q2 2018, filed 14 Aug 2018.