WesBanco Bank’s iShares Gold Trust IAU Stock Holding History

WesBanco 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 Q4	–	Sell	-16,590	Closed	-$379K	–	506
2018 Q3	$379K	Buy	+16,590	New	+$385K	0.02%	407
2014 Q3	–	Sell	-5,800	Closed	-$149K	–	545
2014 Q2	$149K	Sell	5,800 -500	-8%	-$12.5K	0.01%	508
2014 Q1	$157K	Hold	6,300	–	–	0.01%	507
2013 Q4	$147K	Hold	6,300	–	–	0.01%	504
2013 Q3	$162K	Buy	6,300 +500	+9%	+$12.9K	0.01%	493
2013 Q2	$139K	Buy	+5,800	New	+$160K	0.01%	492

Other funds holding IAU

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 New York $5.72T AUM 30.48% 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

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

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

WesBanco Bank's IAU Position: Q4 2018 in Review

WesBanco Bank sold out of iShares Gold Trust (IAU) in Q4 2018, closing a stake of 16,590 shares — an estimated $379K sold.

WesBanco Bank first reported a position in IAU in Q2 2013 and held it in 6 quarters. The position peaked at $379K in Q3 2018. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

WesBanco Bank reported no remaining iShares Gold Trust position as of Q4 2018 after selling out during the quarter.
WesBanco Bank sold 16,590 iShares Gold Trust shares in Q4 2018, an estimated $379K.
WesBanco Bank first reported a position in iShares Gold Trust in Q2 2013 and held it in 6 quarters.
WesBanco Bank's iShares Gold Trust position peaked at $379K in Q3 2018.
590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on WesBanco Bank's 13F filing for Q4 2018, filed 5 Feb 2019.