VIA
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Vantage Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$15K Sell
650
-110
-14% -$2.56K ﹤0.01% 466
2018
Q2 		$18K Hold
760
– – ﹤0.01% 436
2018
Q1 		$19K Hold
760
– – ﹤0.01% 431
2017
Q4 		$19K Buy
760
+26
+4% +$638 ﹤0.01% 448
2017
Q3 		$18K Hold
734
– – ﹤0.01% 456
2017
Q2 		$18K Sell
734
-325
-31% -$7.87K 0.01% 441
2017
Q1 		$25K Sell
1,059
-787
-43% -$18.5K 0.01% 364
2016
Q4 		$41K Sell
1,846
-490
-21% -$11.5K 0.02% 275
2016
Q3 		$59K Sell
2,336
-2,660
-53% -$68.5K 0.03% 229
2016
Q2 		$59K Buy
4,996
+3,807
+320% +$92.5K 0.02% 238
2016
Q1 		$28K Sell
1,189
-212
-15% -$4.85K 0.01% 340
2015
Q4 		$29K Buy
1,401
+212
+18% +$4.52K 0.01% 319
2015
Q3 		$26K Hold
1,189
– – 0.01% 323
2015
Q2 		$27K Sell
1,189
-1,189
-50% -$27.4K 0.01% 323
2015
Q1 		$54K Buy
2,378
+1,644
+224% +$38.8K 0.02% 322
2014
Q4 		$17K Hold
734
– – 0.01% 415
2014
Q3 		$17K Hold
734
– – 0.01% 387
2014
Q2 		$19K Hold
734
– – 0.01% 387
2014
Q1 		$18K Hold
734
– – 0.01% 361
2013
Q4 		$17K Buy
+734
New +$18.1K 0.01% 338

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

Vantage Investment Advisors's IAU Position: Q3 2018 in Review

Vantage Investment Advisors reduced its iShares Gold Trust (IAU) stake by 14% in Q3 2018, selling an estimated $2.56K and leaving 650 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Vantage Investment Advisors first reported a position in IAU in Q4 2013 and has held it in 20 quarters since. The position peaked at $59K in Q3 2016. 553 funds tracked by Wall St. Rank hold IAU as of Q3 2018.

  • Vantage Investment Advisors held 650 shares of iShares Gold Trust worth $15K as of Q3 2018.
  • Vantage Investment Advisors sold 110 iShares Gold Trust shares in Q3 2018, an estimated $2.56K.
  • iShares Gold Trust made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #466 holding.
  • Vantage Investment Advisors first reported a position in iShares Gold Trust in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's iShares Gold Trust position peaked at $59K in Q3 2016.
  • 553 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.