WealthStone’s iShares Gold Trust IAU Stock Holding History

WealthStone’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	–	Sell	-18,632	Closed	-$525K	–	41
2019 Q3	$525K	Buy	+18,632	New	+$526K	0.28%	33
2019 Q2	–	Sell	-50	Closed	-$1.25K	–	84
2019 Q1	$1K	Buy	+50	New	+$1.25K	0.04%	58

Other funds holding IAU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthStone's IAU Position: Q4 2019 in Review

WealthStone sold out of iShares Gold Trust (IAU) in Q4 2019, closing a stake of 18,632 shares — an estimated $525K sold.

WealthStone first reported a position in IAU in Q1 2019 and held it in 2 quarters. The position peaked at $525K in Q3 2019. 734 funds tracked by Wall St. Rank hold IAU as of Q4 2019.

WealthStone reported no remaining iShares Gold Trust position as of Q4 2019 after selling out during the quarter.
WealthStone sold 18,632 iShares Gold Trust shares in Q4 2019, an estimated $525K.
WealthStone first reported a position in iShares Gold Trust in Q1 2019 and held it in 2 quarters.
WealthStone's iShares Gold Trust position peaked at $525K in Q3 2019.
734 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2019.

Based on WealthStone's 13F filing for Q4 2019, filed 8 Jan 2020.