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Portfolio Strategies’s iShares Gold Trust IAU Stock Holding History

Portfolio Strategies’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
-1,000
Closed -$23K – 104
2018
Q3 		$23K Hold
1,000
– – 0.01% 106
2018
Q2 		$24K Hold
1,000
– – 0.02% 101
2018
Q1 		$25K Hold
1,000
– – 0.02% 106
2017
Q4 		$25K Buy
+1,000
New +$24.5K 0.02% 116

Other funds holding IAU

Sumitomo Mitsui Trust Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Portfolio Strategies's IAU Position: Q4 2018 in Review

Portfolio Strategies sold out of iShares Gold Trust (IAU) in Q4 2018, closing a stake of 1,000 shares — an estimated $23K sold.

Portfolio Strategies first reported a position in IAU in Q4 2017 and held it in 4 quarters. The position peaked at $25K in Q1 2018. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

  • Portfolio Strategies reported no remaining iShares Gold Trust position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 1,000 iShares Gold Trust shares in Q4 2018, an estimated $23K.
  • Portfolio Strategies first reported a position in iShares Gold Trust in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's iShares Gold Trust position peaked at $25K in Q1 2018.
  • 590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.