TAIM
IAU icon

TD Ameritrade Investment Management’s iShares Gold Trust IAU Stock Holding History

TD Ameritrade Investment 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
Q4 		– Sell
-692
Closed -$20K – 631
2019
Q3 		$20K Buy
692
+192
+38% +$5.42K ﹤0.01% 376
2019
Q2 		$14K Buy
+500
New +$12.5K ﹤0.01% 355

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
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

TD Ameritrade Investment Management's IAU Position: Q4 2019 in Review

TD Ameritrade Investment Management sold out of iShares Gold Trust (IAU) in Q4 2019, closing a stake of 692 shares — an estimated $20K sold.

TD Ameritrade Investment Management first reported a position in IAU in Q2 2019 and held it in 2 quarters. The position peaked at $20K in Q3 2019. 734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

  • TD Ameritrade Investment Management reported no remaining iShares Gold Trust position as of Q4 2019 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 692 iShares Gold Trust shares in Q4 2019, an estimated $20K.
  • TD Ameritrade Investment Management first reported a position in iShares Gold Trust in Q2 2019 and held it in 2 quarters.
  • TD Ameritrade Investment Management's iShares Gold Trust position peaked at $20K in Q3 2019.
  • 734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.