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Santori & Peters Inc’s iShares Gold Trust IAU Stock Holding History

Santori & Peters Inc’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
Q1 		– Sell
-3,400
Closed -$85K – 276
2017
Q4 		$85K Buy
+3,400
New +$83.4K 0.08% 81

Other funds holding IAU

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

Santori & Peters Inc's IAU Position: Q1 2018 in Review

Santori & Peters Inc sold out of iShares Gold Trust (IAU) in Q1 2018, closing a stake of 3,400 shares — an estimated $85K sold.

Santori & Peters Inc first reported a position in IAU in Q4 2017 and held it in 1 quarter. The position peaked at $85K in Q4 2017. 552 funds tracked by Wall St. Rank hold IAU as of Q1 2018.

  • Santori & Peters Inc reported no remaining iShares Gold Trust position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 3,400 iShares Gold Trust shares in Q1 2018, an estimated $85K.
  • Santori & Peters Inc first reported a position in iShares Gold Trust in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's iShares Gold Trust position peaked at $85K in Q4 2017.
  • 552 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.