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Stelac Advisory Services’s iShares Gold Trust IAU Stock Holding History

Stelac 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
2019
Q4 		– Sell
-17,165
Closed -$484K – 99
2019
Q3 		$484K Buy
+17,165
New +$484K 0.34% 36

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stelac Advisory Services's IAU Position: Q4 2019 in Review

Stelac Advisory Services sold out of iShares Gold Trust (IAU) in Q4 2019, closing a stake of 17,165 shares — an estimated $484K sold.

Stelac Advisory Services first reported a position in IAU in Q3 2019 and held it in 1 quarter. The position peaked at $484K in Q3 2019. 734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

  • Stelac Advisory Services reported no remaining iShares Gold Trust position as of Q4 2019 after selling out during the quarter.
  • Stelac Advisory Services sold 17,165 iShares Gold Trust shares in Q4 2019, an estimated $484K.
  • Stelac Advisory Services first reported a position in iShares Gold Trust in Q3 2019 and held it in 1 quarter.
  • Stelac Advisory Services's iShares Gold Trust position peaked at $484K in Q3 2019.
  • 734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on Stelac Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.