Pacific Financial Group’s iShares Gold Trust IAU Stock Holding History

Pacific Financial Group’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	–	Sell	-6,431	Closed	-$186K	–	58
2019 Q4	$186K	Buy	+6,431	New	+$182K	0.02%	79
2019 Q3	–	Sell	-7,847	Closed	-$194K	–	84
2019 Q2	$194K	Buy	+7,847	New	+$197K	0.02%	81
2015 Q1	–	Sell	-3,375	Closed	-$77K	–	111
2014 Q4	$77K	Buy	+3,375	New	+$78.5K	0.02%	63

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

Pacific Financial Group's IAU Position: Q1 2020 in Review

Pacific Financial Group sold out of iShares Gold Trust (IAU) in Q1 2020, closing a stake of 6,431 shares — an estimated $186K sold.

Pacific Financial Group first reported a position in IAU in Q4 2014 and held it in 3 quarters. The position peaked at $194K in Q2 2019. 779 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

Pacific Financial Group reported no remaining iShares Gold Trust position as of Q1 2020 after selling out during the quarter.
Pacific Financial Group sold 6,431 iShares Gold Trust shares in Q1 2020, an estimated $186K.
Pacific Financial Group first reported a position in iShares Gold Trust in Q4 2014 and held it in 3 quarters.
Pacific Financial Group's iShares Gold Trust position peaked at $194K in Q2 2019.
779 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Pacific Financial Group's 13F filing for Q1 2020, filed 8 Apr 2020.