Signature Financial Management’s iShares Gold Trust IAU Stock Holding History

Signature Financial Management’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 Q4	–	Sell	-107,404	Closed	-$2.46M	–	148
2018 Q3	$2.46M	Buy	107,404 +658	+0.6%	+$15.3K	0.43%	36
2018 Q2	$2.57M	Hold	106,746	–	–	0.54%	33
2018 Q1	$2.72M	Hold	106,746	–	–	0.57%	33
2017 Q4	$2.67M	Hold	106,746	–	–	0.72%	23
2017 Q3	$2.63M	Hold	106,746	–	–	0.8%	24
2017 Q2	$2.55M	Hold	106,746	–	–	0.8%	25
2017 Q1	$2.56M	Buy	+106,746	New	+$2.51M	0.82%	27

Other funds holding IAU

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

CSIA

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

BlackRock New York $5.72T AUM 30.48% 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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

Signature Financial Management's IAU Position: Q4 2018 in Review

Signature Financial Management sold out of iShares Gold Trust (IAU) in Q4 2018, closing a stake of 107,404 shares — an estimated $2.46M sold.

Signature Financial Management first reported a position in IAU in Q1 2017 and held it in 7 quarters. The position peaked at $2.72M in Q1 2018. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

Signature Financial Management reported no remaining iShares Gold Trust position as of Q4 2018 after selling out during the quarter.
Signature Financial Management sold 107,404 iShares Gold Trust shares in Q4 2018, an estimated $2.46M.
Signature Financial Management first reported a position in iShares Gold Trust in Q1 2017 and held it in 7 quarters.
Signature Financial Management's iShares Gold Trust position peaked at $2.72M in Q1 2018.
590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.