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South Texas Money Management’s iShares Gold Trust IAU Stock Holding History

South Texas Money 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
2019
Q2 		– Sell
-6,295
Closed -$156K – 214
2019
Q1 		$156K Hold
6,295
– – 0.01% 207
2018
Q4 		$155K Sell
6,295
-470
-7% -$11.1K 0.01% 206
2018
Q3 		$155K Hold
6,765
– – 0.01% 214
2018
Q2 		$163K Hold
6,765
– – 0.01% 212
2018
Q1 		$172K Hold
6,765
– – 0.01% 222
2017
Q4 		$169K Buy
6,765
+470
+7% +$11.5K 0.01% 209
2017
Q3 		$155K Hold
6,295
– – 0.01% 209
2017
Q2 		$150K Hold
6,295
– – 0.01% 204
2017
Q1 		$151K Buy
6,295
+210
+3% +$4.93K 0.01% 235
2016
Q4 		$135K Buy
6,085
+657
+12% +$15.4K 0.01% 211
2016
Q3 		$138K Hold
5,428
– – 0.01% 199
2016
Q2 		$139K Buy
+5,428
New +$132K 0.01% 191
2014
Q4 		– Sell
-6,207
Closed -$145K – 202
2014
Q3 		$145K Hold
6,207
– – 0.01% 169
2014
Q2 		$160K Hold
6,207
– – 0.01% 166
2014
Q1 		$154K Hold
6,207
– – 0.01% 164
2013
Q4 		$145K Sell
6,207
-5,174
-45% -$128K 0.01% 163
2013
Q3 		$293K Buy
11,381
+2,252
+25% +$58.1K 0.02% 129
2013
Q2 		$219K Buy
+9,129
New +$251K 0.02% 150

Other funds holding IAU

Sumitomo Mitsui Trust Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

South Texas Money Management's IAU Position: Q2 2019 in Review

South Texas Money Management sold out of iShares Gold Trust (IAU) in Q2 2019, closing a stake of 6,295 shares — an estimated $156K sold.

South Texas Money Management first reported a position in IAU in Q2 2013 and held it in 18 quarters. The position peaked at $293K in Q3 2013. 617 funds tracked by Wall St. Rank hold IAU as of Q2 2019.

  • South Texas Money Management reported no remaining iShares Gold Trust position as of Q2 2019 after selling out during the quarter.
  • South Texas Money Management sold 6,295 iShares Gold Trust shares in Q2 2019, an estimated $156K.
  • South Texas Money Management first reported a position in iShares Gold Trust in Q2 2013 and held it in 18 quarters.
  • South Texas Money Management's iShares Gold Trust position peaked at $293K in Q3 2013.
  • 617 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2019.

Based on South Texas Money Management's 13F filing for Q2 2019, filed 2 Jul 2019.