Moody Lynn & Lieberson’s iShares Gold Trust IAU Stock Holding History

Moody Lynn & Lieberson’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 Q2	–	Sell	-163,208	Closed	-$53.1K	–	189
2020 Q1	$53.1K	Buy	163,208 +69,597	+74%	+$2.1M	7.3%	1
2019 Q4	$27.9M	Sell	93,611 -17,937	-16%	-$509K	2.69%	5
2019 Q3	$31.6M	Buy	111,548 +6,237	+6%	+$176K	3.53%	3
2019 Q2	$28.3M	Buy	+105,311	New	+$2.64M	3.11%	3
2019 Q1	–	Sell	-250	Closed	-$6K	–	195
2018 Q4	$6K	Buy	+250	New	+$5.89K	﹤0.01%	188
2018 Q3	–	Sell	-40,039	Closed	-$941K	–	209
2018 Q2	$941K	Sell	40,039 -26,020	-39%	-$652K	0.11%	107
2018 Q1	$1.67M	Buy	+66,059	New	+$1.69M	0.2%	87
2017 Q4	–	Sell	-46,942	Closed	-$1.15M	–	217
2017 Q3	$1.15M	Buy	46,942 +14,590	+45%	+$359K	0.14%	100
2017 Q2	$782K	Buy	32,352 +782	+2%	+$18.9K	0.1%	118
2017 Q1	$763K	Buy	31,570 +16,798	+114%	+$395K	0.11%	97
2016 Q4	$344K	Sell	14,772 -868,729	-98%	-$20.4M	0.05%	148
2016 Q3	$21.5M	Sell	883,501 -171,321	-16%	-$4.41M	3.58%	1
2016 Q2	$27.2M	Buy	1,054,822 +108,154	+11%	+$2.63M	4.87%	1
2016 Q1	$23.6M	Buy	+946,668	New	+$21.7M	3.72%	1

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

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

Moody Lynn & Lieberson's IAU Position: Q2 2020 in Review

Moody Lynn & Lieberson sold out of iShares Gold Trust (IAU) in Q2 2020, closing a stake of 163,208 shares — an estimated $53.1K sold.

Moody Lynn & Lieberson first reported a position in IAU in Q1 2016 and held it in 14 quarters. The position peaked at $31.6M in Q3 2019. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

Moody Lynn & Lieberson reported no remaining iShares Gold Trust position as of Q2 2020 after selling out during the quarter.
Moody Lynn & Lieberson sold 163,208 iShares Gold Trust shares in Q2 2020, an estimated $53.1K.
Moody Lynn & Lieberson first reported a position in iShares Gold Trust in Q1 2016 and held it in 14 quarters.
Moody Lynn & Lieberson's iShares Gold Trust position peaked at $31.6M in Q3 2019.
835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2020, filed 24 Jul 2020.