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Polaris Wealth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-932
Closed -$21K – 285
2018
Q3 		$21K Buy
932
+77
+9% +$1.79K ﹤0.01% 322
2018
Q2 		$22K Hold
855
– – ﹤0.01% 169
2018
Q1 		$22K Buy
+855
New +$21.8K ﹤0.01% 291

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polaris Wealth Advisory Group's IAU Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares Gold Trust (IAU) in Q4 2018, closing a stake of 932 shares — an estimated $21K sold.

Polaris Wealth Advisory Group first reported a position in IAU in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q2 2018. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining iShares Gold Trust position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 932 iShares Gold Trust shares in Q4 2018, an estimated $21K.
  • Polaris Wealth Advisory Group first reported a position in iShares Gold Trust in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's iShares Gold Trust position peaked at $22K in Q2 2018.
  • 590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.