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Salient Private Client’s iShares Gold Trust IAU Stock Holding History

Salient Private Client’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
Q3 		$487K Hold
21,293
– – 0.1% 93
2018
Q2 		$512K Hold
21,293
– – 0.09% 106
2018
Q1 		$542K Sell
21,293
-48
-0.2% -$1.23K 0.1% 104
2017
Q4 		$534K Buy
+21,341
New +$524K 0.11% 86

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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

Salient Private Client's IAU Position: Q3 2018 in Review

Salient Private Client held its iShares Gold Trust (IAU) position steady in Q3 2018 at 21,293 shares worth $487K. The position accounts for 0.1% of the portfolio, ranked #93.

Salient Private Client first reported a position in IAU in Q4 2017 and has held it in 4 quarters since. The position peaked at $542K in Q1 2018. 553 funds tracked by Wall St. Rank hold IAU as of Q3 2018.

  • Salient Private Client held 21,293 shares of iShares Gold Trust worth $487K as of Q3 2018.
  • Salient Private Client left its iShares Gold Trust share count unchanged in Q3 2018.
  • iShares Gold Trust made up 0.1% of Salient Private Client's portfolio in Q3 2018, its #93 holding.
  • Salient Private Client first reported a position in iShares Gold Trust in Q4 2017 and has held it in 4 quarters since.
  • Salient Private Client's iShares Gold Trust position peaked at $542K in Q1 2018.
  • 553 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.