Stratford Consulting’s iShares Gold Trust IAU Stock Holding History

Stratford Consulting’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 Q1	$839K	Hold	27,850	–	–	0.38%	35
2019 Q4	$808K	Hold	27,850	–	–	0.26%	29
2019 Q3	$785K	Hold	27,850	–	–	0.27%	30
2019 Q2	$752K	Hold	27,850	–	–	0.27%	29
2019 Q1	$690K	Hold	27,850	–	–	0.25%	31
2018 Q4	$685K	Hold	27,850	–	–	0.28%	28
2018 Q3	$637K	Hold	27,850	–	–	0.23%	30
2018 Q2	$670K	Hold	27,850	–	–	0.25%	30
2018 Q1	$709K	Hold	27,850	–	–	0.27%	28
2017 Q4	$697K	Hold	27,850	–	–	0.25%	29
2017 Q3	$686K	Hold	27,850	–	–	0.26%	28
2017 Q2	$665K	Hold	27,850	–	–	0.28%	24
2017 Q1	$669K	Hold	27,850	–	–	0.27%	30
2016 Q4	$617K	Hold	27,850	–	–	0.27%	32
2016 Q3	$707K	Hold	27,850	–	–	0.31%	29
2016 Q2	$711K	Hold	27,850	–	–	0.32%	28
2016 Q1	$662K	Hold	27,850	–	–	0.31%	30
2015 Q4	$570K	Hold	27,850	–	–	0.29%	30
2015 Q3	$600K	Hold	27,850	–	–	0.32%	29
2015 Q2	$632K	Hold	27,850	–	–	0.32%	31
2015 Q1	$638K	Hold	27,850	–	–	0.31%	30
2014 Q4	$637K	Hold	27,850	–	–	0.33%	29
2014 Q3	$652K	Hold	27,850	–	–	0.35%	28
2014 Q2	$717K	Hold	27,850	–	–	0.37%	28
2014 Q1	$693K	Hold	27,850	–	–	0.38%	27
2013 Q4	$651K	Buy	+27,850	New	+$688K	0.37%	27

Other funds holding IAU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CSIA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PCA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratford Consulting's IAU Position: Q1 2020 in Review

Stratford Consulting held its iShares Gold Trust (IAU) position steady in Q1 2020 at 27,850 shares worth $839K. The position accounts for 0.38% of the portfolio, ranked #35.

Stratford Consulting first reported a position in IAU in Q4 2013 and has held it in 26 quarters since. 777 funds tracked by Wall St. Rank hold IAU as of Q1 2020.

Stratford Consulting held 27,850 shares of iShares Gold Trust worth $839K as of Q1 2020.
Stratford Consulting left its iShares Gold Trust share count unchanged in Q1 2020.
iShares Gold Trust made up 0.38% of Stratford Consulting's portfolio in Q1 2020, its #35 holding.
Stratford Consulting first reported a position in iShares Gold Trust in Q4 2013 and has held it in 26 quarters since.
777 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.