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Proffitt & Goodson’s iShares Gold Trust IAU Stock Holding History

Proffitt & Goodson’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
2019
Q1 		– Sell
-5,849
Closed -$144K – 215
2018
Q4 		$144K Buy
+5,849
New +$138K 0.04% 77

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Proffitt & Goodson's IAU Position: Q1 2019 in Review

Proffitt & Goodson sold out of iShares Gold Trust (IAU) in Q1 2019, closing a stake of 5,849 shares — an estimated $144K sold.

Proffitt & Goodson first reported a position in IAU in Q4 2018 and held it in 1 quarter. The position peaked at $144K in Q4 2018. 612 funds tracked by Wall St. Rank hold IAU as of Q1 2019.

  • Proffitt & Goodson reported no remaining iShares Gold Trust position as of Q1 2019 after selling out during the quarter.
  • Proffitt & Goodson sold 5,849 iShares Gold Trust shares in Q1 2019, an estimated $144K.
  • Proffitt & Goodson first reported a position in iShares Gold Trust in Q4 2018 and held it in 1 quarter.
  • Proffitt & Goodson's iShares Gold Trust position peaked at $144K in Q4 2018.
  • 612 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2019.

Based on Proffitt & Goodson's 13F filing for Q1 2019, filed 18 Apr 2019.