Neville Rodie & Shaw’s iShares Gold Trust IAU Stock Holding History

Neville Rodie & Shaw’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 Q4	–	Sell	-7,150	Closed	-$257K	–	256
2020 Q3	$257K	Buy	+7,150	New	+$261K	0.02%	208
2019 Q2	–	Sell	-9,400	Closed	-$233K	–	250
2019 Q1	$233K	Buy	+9,400	New	+$235K	0.02%	226
2014 Q1	–	Sell	-6,300	Closed	-$147K	–	256
2013 Q4	$147K	Hold	6,300	–	–	0.02%	251
2013 Q3	$162K	Hold	6,300	–	–	0.02%	255
2013 Q2	$151K	Buy	+6,300	New	+$173K	0.02%	254

Other funds holding IAU

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

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

CSIA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCA

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

Neville Rodie & Shaw's IAU Position: Q4 2020 in Review

Neville Rodie & Shaw sold out of iShares Gold Trust (IAU) in Q4 2020, closing a stake of 7,150 shares — an estimated $257K sold.

Neville Rodie & Shaw first reported a position in IAU in Q2 2013 and held it in 5 quarters. The position peaked at $257K in Q3 2020. 969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

Neville Rodie & Shaw reported no remaining iShares Gold Trust position as of Q4 2020 after selling out during the quarter.
Neville Rodie & Shaw sold 7,150 iShares Gold Trust shares in Q4 2020, an estimated $257K.
Neville Rodie & Shaw first reported a position in iShares Gold Trust in Q2 2013 and held it in 5 quarters.
Neville Rodie & Shaw's iShares Gold Trust position peaked at $257K in Q3 2020.
969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on Neville Rodie & Shaw's 13F filing for Q4 2020, filed 4 Mar 2021.