TI-Trust’s iShares Gold Trust IAU Stock Holding History

TI-Trust’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	$36K	Buy	+1,232	New	+$34.9K	0.04%	214

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TI-Trust's IAU Position: Q4 2019 in Review

TI-Trust opened a new position in iShares Gold Trust (IAU) in Q4 2019: 1,232 shares worth $36K. The stake represents 0.04% of the portfolio and ranks #214 among its holdings.

734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

TI-Trust held 1,232 shares of iShares Gold Trust worth $36K as of Q4 2019.
iShares Gold Trust was a new TI-Trust position in Q4 2019.
iShares Gold Trust made up 0.04% of TI-Trust's portfolio in Q4 2019, its #214 holding.
734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.