Newfound Research’s iShares Gold Trust IAU Stock Holding History

Newfound Research’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	-81	Closed	-$2K	–	113
2020 Q1	$2K	Hold	81	–	–	﹤0.01%	41
2019 Q4	$2K	Hold	81	–	–	﹤0.01%	89
2019 Q3	$2K	Hold	81	–	–	﹤0.01%	100
2019 Q2	$2K	Hold	81	–	–	﹤0.01%	97
2019 Q1	$2K	Hold	81	–	–	﹤0.01%	91
2018 Q4	$2K	Hold	81	–	–	﹤0.01%	77
2018 Q3	$2K	Hold	81	–	–	﹤0.01%	112
2018 Q2	$2K	Buy	81 +4	+5%	+$100	﹤0.01%	99
2018 Q1	$2K	Hold	77	–	–	﹤0.01%	98
2017 Q4	$2K	Buy	77 +2	+3%	+$49	﹤0.01%	110
2017 Q3	$2K	Buy	75 +6	+9%	+$148	﹤0.01%	103
2017 Q2	$2K	Hold	69	–	–	﹤0.01%	107
2017 Q1	$2K	Buy	+69	New	+$1.62K	﹤0.01%	106

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

Newfound Research's IAU Position: Q2 2020 in Review

Newfound Research sold out of iShares Gold Trust (IAU) in Q2 2020, closing a stake of 81 shares — an estimated $2K sold.

Newfound Research first reported a position in IAU in Q1 2017 and held it in 13 quarters. The position peaked at $2K in Q1 2020. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

Newfound Research reported no remaining iShares Gold Trust position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 81 iShares Gold Trust shares in Q2 2020, an estimated $2K.
Newfound Research first reported a position in iShares Gold Trust in Q1 2017 and held it in 13 quarters.
Newfound Research's iShares Gold Trust position peaked at $2K in Q1 2020.
835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.