Peoples Bank (Ohio)’s iShares Gold Trust IAU Stock Holding History

Peoples Bank (Ohio)’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
2018 Q3	–	Sell	-5,053	Closed	-$121K	–	105
2018 Q2	$121K	Hold	5,053	–	–	0.07%	100
2018 Q1	$129K	Sell	5,053 -50	-1%	-$1.28K	0.08%	96
2017 Q4	$128K	Hold	5,103	–	–	0.07%	102
2017 Q3	$126K	Hold	5,103	–	–	0.07%	100
2017 Q2	$122K	Hold	5,103	–	–	0.07%	103
2017 Q1	$123K	Sell	5,103 -815	-14%	-$19.2K	0.07%	103
2016 Q4	$131K	Sell	5,918 -500	-8%	-$11.7K	0.08%	96
2016 Q3	$163K	Sell	6,418 -133	-2%	-$3.42K	0.1%	94
2016 Q2	$167K	Buy	+6,551	New	+$159K	0.1%	96

Other funds holding IAU

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

CSIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

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

PCA

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

Peoples Bank (Ohio)'s IAU Position: Q3 2018 in Review

Peoples Bank (Ohio) sold out of iShares Gold Trust (IAU) in Q3 2018, closing a stake of 5,053 shares — an estimated $121K sold.

Peoples Bank (Ohio) first reported a position in IAU in Q2 2016 and held it in 9 quarters. The position peaked at $167K in Q2 2016. 553 funds tracked by Wall St. Rank hold IAU as of Q3 2018.

Peoples Bank (Ohio) reported no remaining iShares Gold Trust position as of Q3 2018 after selling out during the quarter.
Peoples Bank (Ohio) sold 5,053 iShares Gold Trust shares in Q3 2018, an estimated $121K.
Peoples Bank (Ohio) first reported a position in iShares Gold Trust in Q2 2016 and held it in 9 quarters.
Peoples Bank (Ohio)'s iShares Gold Trust position peaked at $167K in Q2 2016.
553 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2018.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2018, filed 31 Oct 2018.