Osborn Williams & Donohoe’s iShares Gold Trust IAU Stock Holding History

Osborn Williams & Donohoe’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 Q1	$599K	Buy	19,865 +747	+4%	+$22.6K	0.08%	172
2019 Q4	$554K	Buy	19,118 +597	+3%	+$16.9K	0.06%	218
2019 Q3	$522K	Sell	18,521 -500	-3%	-$14.1K	0.05%	222
2019 Q2	$514K	Sell	19,021 -39	-0.2%	-$977	0.05%	223
2019 Q1	$472K	Buy	+19,060	New	+$476K	0.05%	249

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

CSIA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Osborn Williams & Donohoe's IAU Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its iShares Gold Trust (IAU) stake by 3.9% in Q1 2020, buying an estimated $22.6K and bringing the position to 19,865 shares worth $599K. The position accounts for 0.08% of the portfolio, ranked #172.

Osborn Williams & Donohoe first reported a position in IAU in Q1 2019 and has held it in 5 quarters since. 779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

Osborn Williams & Donohoe held 19,865 shares of iShares Gold Trust worth $599K as of Q1 2020.
Osborn Williams & Donohoe bought 747 iShares Gold Trust shares in Q1 2020, an estimated $22.6K.
iShares Gold Trust made up 0.08% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #172 holding.
Osborn Williams & Donohoe first reported a position in iShares Gold Trust in Q1 2019 and has held it in 5 quarters since.
779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.