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WealthOne’s iShares Gold Trust IAU Stock Holding History

WealthOne’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
Q3 		– Sell
-19,196
Closed -$518K – 93
2019
Q2 		$518K Buy
+19,196
New +$481K 0.37% 47
2019
Q1 		– Sell
-21,843
Closed -$537K – 279
2018
Q4 		$537K Buy
+21,843
New +$514K 0.47% 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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

WealthOne's IAU Position: Q3 2019 in Review

WealthOne sold out of iShares Gold Trust (IAU) in Q3 2019, closing a stake of 19,196 shares — an estimated $518K sold.

WealthOne first reported a position in IAU in Q4 2018 and held it in 2 quarters. The position peaked at $537K in Q4 2018. 646 funds tracked by Wall St. Rank hold IAU as of Q3 2019.

  • WealthOne reported no remaining iShares Gold Trust position as of Q3 2019 after selling out during the quarter.
  • WealthOne sold 19,196 iShares Gold Trust shares in Q3 2019, an estimated $518K.
  • WealthOne first reported a position in iShares Gold Trust in Q4 2018 and held it in 2 quarters.
  • WealthOne's iShares Gold Trust position peaked at $537K in Q4 2018.
  • 646 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2019.

Based on WealthOne's 13F filing for Q3 2019, filed 14 Nov 2019.