Washington Trust Bank’s iShares Gold Trust IAU Stock Holding History

Washington Trust Bank’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 Q1	–	Sell	-40	Closed	-$1K	–	807
2017 Q4	$1K	Buy	+40	New	+$981	﹤0.01%	708
2017 Q2	–	Sell	-2,125	Closed	-$51K	–	665
2017 Q1	$51K	Sell	2,125 -3,825	-64%	-$89.9K	0.01%	391
2016 Q4	$132K	Buy	+5,950	New	+$140K	0.03%	243
2016 Q2	–	Sell	-750	Closed	-$18K	–	836
2016 Q1	$18K	Sell	750 -1,000	-57%	-$22.9K	﹤0.01%	511
2015 Q4	$36K	Buy	1,750 +1,000	+133%	+$21.3K	0.01%	441
2015 Q3	$16K	Hold	750	–	–	﹤0.01%	546
2015 Q2	$17K	Hold	750	–	–	﹤0.01%	586
2015 Q1	$17K	Hold	750	–	–	﹤0.01%	595
2014 Q4	$17K	Hold	750	–	–	﹤0.01%	638
2014 Q3	$18K	Hold	750	–	–	0.01%	614
2014 Q2	$19K	Hold	750	–	–	﹤0.01%	622
2014 Q1	$19K	Buy	+750	New	+$18.8K	﹤0.01%	613

Other funds holding IAU

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

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

Washington Trust Bank's IAU Position: Q1 2018 in Review

Washington Trust Bank sold out of iShares Gold Trust (IAU) in Q1 2018, closing a stake of 40 shares — an estimated $1K sold.

Washington Trust Bank first reported a position in IAU in Q1 2014 and held it in 12 quarters. The position peaked at $132K in Q4 2016. 552 funds tracked by Wall St. Rank hold IAU as of Q1 2018.

Washington Trust Bank reported no remaining iShares Gold Trust position as of Q1 2018 after selling out during the quarter.
Washington Trust Bank sold 40 iShares Gold Trust shares in Q1 2018, an estimated $1K.
Washington Trust Bank first reported a position in iShares Gold Trust in Q1 2014 and held it in 12 quarters.
Washington Trust Bank's iShares Gold Trust position peaked at $132K in Q4 2016.
552 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2018.

Based on Washington Trust Bank's 13F filing for Q1 2018, filed 3 Apr 2018.