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 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

Morgan Stanley New York $1.66T AUM 25.57% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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.