Peoples Financial Services Corp’s iShares Gold Trust IAU Stock Holding History

Peoples Financial Services Corp’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 Q3	–	Sell	-337	Closed	-$11K	–	289
2020 Q2	$11K	Hold	337	–	–	0.01%	205
2020 Q1	$10K	Hold	337	–	–	0.01%	214
2019 Q4	$10K	Hold	337	–	–	﹤0.01%	226
2019 Q3	$10K	Hold	337	–	–	0.01%	235
2019 Q2	$9K	Hold	337	–	–	﹤0.01%	239
2019 Q1	$8K	Hold	337	–	–	﹤0.01%	239
2018 Q4	$8K	Hold	337	–	–	﹤0.01%	231
2018 Q3	$8K	Hold	337	–	–	﹤0.01%	247
2018 Q2	$8K	Hold	337	–	–	﹤0.01%	233
2018 Q1	$9K	Hold	337	–	–	0.01%	236
2017 Q4	$8K	Hold	337	–	–	﹤0.01%	240
2017 Q3	$8K	Hold	337	–	–	﹤0.01%	234
2017 Q2	$8K	Hold	337	–	–	﹤0.01%	235
2017 Q1	$8K	Hold	337	–	–	﹤0.01%	232
2016 Q4	$9K	Hold	337	–	–	0.01%	213
2016 Q3	$9K	Hold	337	–	–	0.01%	211
2016 Q2	$9K	Hold	337	–	–	0.01%	213
2016 Q1	$8K	Hold	337	–	–	0.01%	222
2015 Q4	$7K	Hold	337	–	–	﹤0.01%	229
2015 Q3	$7K	Hold	337	–	–	0.01%	231
2015 Q2	$8K	Hold	337	–	–	0.01%	231
2015 Q1	$8K	Hold	337	–	–	0.01%	232
2014 Q4	$8K	Hold	337	–	–	0.01%	238
2014 Q3	$8K	Hold	337	–	–	0.01%	231
2014 Q2	$9K	Hold	337	–	–	0.01%	233
2014 Q1	$8K	Hold	337	–	–	0.01%	233
2013 Q4	$8K	Buy	+337	New	+$8.32K	0.01%	243

Other funds holding IAU

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Peoples Financial Services Corp's IAU Position: Q3 2020 in Review

Peoples Financial Services Corp sold out of iShares Gold Trust (IAU) in Q3 2020, closing a stake of 337 shares — an estimated $11K sold.

Peoples Financial Services Corp first reported a position in IAU in Q4 2013 and held it in 27 quarters. The position peaked at $11K in Q2 2020. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

Peoples Financial Services Corp reported no remaining iShares Gold Trust position as of Q3 2020 after selling out during the quarter.
Peoples Financial Services Corp sold 337 iShares Gold Trust shares in Q3 2020, an estimated $11K.
Peoples Financial Services Corp first reported a position in iShares Gold Trust in Q4 2013 and held it in 27 quarters.
Peoples Financial Services Corp's iShares Gold Trust position peaked at $11K in Q2 2020.
877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on Peoples Financial Services Corp's 13F filing for Q3 2020, filed 7 Oct 2020.