Shine Investment Advisory Services’s iShares Gold Trust IAU Stock Holding History

Shine Investment Advisory Services’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
2020 Q2	–	Sell	-76	Closed	-$2K	–	747
2020 Q1	$2K	Sell	76 -558	-88%	-$16.9K	﹤0.01%	676
2019 Q4	$18K	Hold	634	–	–	0.01%	489
2019 Q3	$18K	Buy	+634	New	+$17.9K	0.01%	471
2018 Q1	–	Sell	-727	Closed	-$18K	–	655
2017 Q4	$18K	Hold	727	–	–	0.01%	474
2017 Q3	$18K	Hold	727	–	–	0.01%	462
2017 Q2	$17K	Buy	+727	New	+$17.6K	0.01%	454

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Shine Investment Advisory Services's IAU Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of iShares Gold Trust (IAU) in Q2 2020, closing a stake of 76 shares — an estimated $2K sold.

Shine Investment Advisory Services first reported a position in IAU in Q2 2017 and held it in 6 quarters. The position peaked at $18K in Q4 2019. 835 funds tracked by Wall St. Rank hold IAU as of Q2 2020.

Shine Investment Advisory Services reported no remaining iShares Gold Trust position as of Q2 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 76 iShares Gold Trust shares in Q2 2020, an estimated $2K.
Shine Investment Advisory Services first reported a position in iShares Gold Trust in Q2 2017 and held it in 6 quarters.
Shine Investment Advisory Services's iShares Gold Trust position peaked at $18K in Q4 2019.
835 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.