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Strategic Financial Services’s iShares Gold Trust IAU Stock Holding History

Strategic Financial 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
Q3 		– Sell
-5,330
Closed -$144K – 135
2019
Q2 		$144K Hold
5,330
– – 0.02% 130
2019
Q1 		$132K Hold
5,330
– – 0.02% 129
2018
Q4 		$131K Buy
+5,330
New +$125K 0.02% 127

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
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
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

Strategic Financial Services's IAU Position: Q3 2019 in Review

Strategic Financial Services sold out of iShares Gold Trust (IAU) in Q3 2019, closing a stake of 5,330 shares — an estimated $144K sold.

Strategic Financial Services first reported a position in IAU in Q4 2018 and held it in 3 quarters. The position peaked at $144K in Q2 2019. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

  • Strategic Financial Services reported no remaining iShares Gold Trust position as of Q3 2019 after selling out during the quarter.
  • Strategic Financial Services sold 5,330 iShares Gold Trust shares in Q3 2019, an estimated $144K.
  • Strategic Financial Services first reported a position in iShares Gold Trust in Q4 2018 and held it in 3 quarters.
  • Strategic Financial Services's iShares Gold Trust position peaked at $144K in Q2 2019.
  • 646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on Strategic Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.