Quad-Cities Investment Group’s iShares Gold Trust IAU Stock Holding History

Quad-Cities Investment 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
2019 Q4	–	Sell	-500	Closed	-$14K	–	399
2019 Q3	$14K	Hold	500	–	–	0.01%	547
2019 Q2	$14K	Hold	500	–	–	0.01%	560
2019 Q1	$12K	Hold	500	–	–	0.01%	570
2018 Q4	$12K	Hold	500	–	–	0.01%	567
2018 Q3	$11K	Hold	500	–	–	0.01%	605
2018 Q2	$12K	Buy	+500	New	+$12.5K	0.01%	603

Other funds holding IAU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quad-Cities Investment Group's IAU Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares Gold Trust (IAU) in Q4 2019, closing a stake of 500 shares — an estimated $14K sold.

Quad-Cities Investment Group first reported a position in IAU in Q2 2018 and held it in 6 quarters. The position peaked at $14K in Q3 2019. 734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

Quad-Cities Investment Group reported no remaining iShares Gold Trust position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 500 iShares Gold Trust shares in Q4 2019, an estimated $14K.
Quad-Cities Investment Group first reported a position in iShares Gold Trust in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's iShares Gold Trust position peaked at $14K in Q3 2019.
734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.