MRA Associates USA’s iShares Gold Trust IAU Stock Holding History

MRA Associates USA’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
2019 Q3	–	Sell	-6,601	Closed	-$178K	–	135
2019 Q2	$178K	Buy	6,601 +1,065	+19%	+$26.7K	0.7%	40
2019 Q1	$137K	Buy	5,536 +935	+20%	+$23.4K	0.24%	39
2018 Q4	$113K	Buy	+4,601	New	+$108K	0.17%	39

Other funds holding IAU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

IVA

International Value Advisers $615M AUM 6.37% 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

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

MRA Associates USA's IAU Position: Q3 2019 in Review

MRA Associates USA sold out of iShares Gold Trust (IAU) in Q3 2019, closing a stake of 6,601 shares — an estimated $178K sold.

MRA Associates USA first reported a position in IAU in Q4 2018 and held it in 3 quarters. The position peaked at $178K in Q2 2019. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

MRA Associates USA reported no remaining iShares Gold Trust position as of Q3 2019 after selling out during the quarter.
MRA Associates USA sold 6,601 iShares Gold Trust shares in Q3 2019, an estimated $178K.
MRA Associates USA first reported a position in iShares Gold Trust in Q4 2018 and held it in 3 quarters.
MRA Associates USA's iShares Gold Trust position peaked at $178K in Q2 2019.
646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.