TWM
IAU icon

Torch Wealth Management’s iShares Gold Trust IAU Stock Holding History

Torch Wealth 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 		$3.29M Buy
113,467
+300
+0.3% +$8.51K 1.82% 9
2019
Q3 		$3.19M Hold
113,167
– – 1.89% 11
2019
Q2 		$3.06M Sell
113,167
-50
-0% -$1.25K 1.83% 11
2019
Q1 		$2.8M Sell
113,217
-2,638
-2% -$65.9K 1.73% 12
2018
Q4 		$2.85M Sell
115,855
-1,200
-1% -$28.3K 2.04% 10
2018
Q3 		$2.68M Sell
117,055
-1,275
-1% -$29.6K 1.6% 15
2018
Q2 		$2.85M Sell
118,330
-2,300
-2% -$57.7K 1.79% 13
2018
Q1 		$3.07M Sell
120,630
-300
-0.2% -$7.66K 1.99% 8
2017
Q4 		$3.03M Sell
120,930
-925
-0.8% -$22.7K 1.85% 12
2017
Q3 		$3M Buy
121,855
+57,155
+88% +$1.41M 1.97% 10
2017
Q2 		$1.54M Sell
64,700
-200
-0.3% -$4.84K 1.07% 32
2017
Q1 		$1.56M Sell
64,900
-350
-0.5% -$8.22K 1.04% 37
2016
Q4 		$1.45M Hold
65,250
– – 1.02% 42
2016
Q3 		$1.66M Sell
65,250
-150
-0.2% -$3.86K 1.21% 30
2016
Q2 		$1.67M Sell
65,400
-1,350
-2% -$32.8K 1.22% 28
2016
Q1 		$1.59M Hold
66,750
– – 1.19% 31
2015
Q4 		$1.37M Sell
66,750
-550
-0.8% -$11.7K 1% 37
2015
Q3 		$1.45M Buy
67,300
+200
+0.3% +$4.35K 1.12% 32
2015
Q2 		$1.52M Sell
67,100
-400
-0.6% -$9.23K 1.05% 39
2015
Q1 		$1.55M Buy
+67,500
New +$1.59M 1.2% 34

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 $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Torch Wealth Management's IAU Position: Q4 2019 in Review

Torch Wealth Management increased its iShares Gold Trust (IAU) stake by 0.27% in Q4 2019, buying an estimated $8.51K and bringing the position to 113,467 shares worth $3.29M. The position accounts for 1.82% of the portfolio, ranked #9.

Torch Wealth Management first reported a position in IAU in Q1 2015 and has held it in 20 quarters since. 734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

  • Torch Wealth Management held 113,467 shares of iShares Gold Trust worth $3.29M as of Q4 2019.
  • Torch Wealth Management bought 300 iShares Gold Trust shares in Q4 2019, an estimated $8.51K.
  • iShares Gold Trust made up 1.82% of Torch Wealth Management's portfolio in Q4 2019, its #9 holding.
  • Torch Wealth Management first reported a position in iShares Gold Trust in Q1 2015 and has held it in 20 quarters since.
  • 734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.