Nelson Capital Management’s iShares Gold Trust IAU Stock Holding History

Nelson Capital Management’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 Q4	–	Sell	-600	Closed	-$17K	–	191
2019 Q3	$17K	Hold	600	–	–	﹤0.01%	223
2019 Q2	$16K	Buy	+600	New	+$15K	﹤0.01%	207
2017 Q1	–	Sell	-219	Closed	-$5K	–	257
2016 Q4	$5K	Buy	+219	New	+$5.14K	﹤0.01%	231
2015 Q2	–	Sell	-725	Closed	-$17K	–	270
2015 Q1	$17K	Sell	725 -120	-14%	-$2.83K	0.01%	184
2014 Q4	$19K	Hold	845	–	–	0.01%	186
2014 Q3	$20K	Hold	845	–	–	0.01%	192
2014 Q2	$22K	Buy	+845	New	+$21.1K	0.01%	185

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

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

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

IVA

International Value Advisers $615M AUM 6.37% 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

Nelson Capital Management's IAU Position: Q4 2019 in Review

Nelson Capital Management sold out of iShares Gold Trust (IAU) in Q4 2019, closing a stake of 600 shares — an estimated $17K sold.

Nelson Capital Management first reported a position in IAU in Q2 2014 and held it in 7 quarters. The position peaked at $22K in Q2 2014. 734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

Nelson Capital Management reported no remaining iShares Gold Trust position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 600 iShares Gold Trust shares in Q4 2019, an estimated $17K.
Nelson Capital Management first reported a position in iShares Gold Trust in Q2 2014 and held it in 7 quarters.
Nelson Capital Management's iShares Gold Trust position peaked at $22K in Q2 2014.
734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.