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

USAdvisors 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 Q1	–	Sell	-6,669	Closed	-$164K	–	49
2018 Q4	$164K	Hold	6,669	–	–	0.13%	42
2018 Q3	$152K	Buy	6,669 +1,100	+20%	+$25.6K	0.11%	64
2018 Q2	$133K	Sell	5,569 -2,600	-32%	-$65.2K	0.1%	64
2018 Q1	$208K	Buy	8,169 +2,850	+54%	+$72.8K	0.17%	55
2017 Q4	$133K	Buy	+5,319	New	+$131K	0.11%	61

Other funds holding IAU

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

BlackRock New York $5.72T AUM 30.48% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

USAdvisors Wealth Management's IAU Position: Q1 2019 in Review

USAdvisors Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2019, closing a stake of 6,669 shares — an estimated $164K sold.

USAdvisors Wealth Management first reported a position in IAU in Q4 2017 and held it in 5 quarters. The position peaked at $208K in Q1 2018. 612 funds tracked by Wall St. Rank hold IAU as of Q1 2019.

USAdvisors Wealth Management reported no remaining iShares Gold Trust position as of Q1 2019 after selling out during the quarter.
USAdvisors Wealth Management sold 6,669 iShares Gold Trust shares in Q1 2019, an estimated $164K.
USAdvisors Wealth Management first reported a position in iShares Gold Trust in Q4 2017 and held it in 5 quarters.
USAdvisors Wealth Management's iShares Gold Trust position peaked at $208K in Q1 2018.
612 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2019.

Based on USAdvisors Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.