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Westbourne Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Westbourne 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
Q4 		– Sell
-500
Closed -$11K – 114
2018
Q3 		$11K Buy
+500
New +$11.6K 0.01% 162

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
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westbourne Investment Advisors's IAU Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of iShares Gold Trust (IAU) in Q4 2018, closing a stake of 500 shares — an estimated $11K sold.

Westbourne Investment Advisors first reported a position in IAU in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 590 funds tracked by Wall St. Rank hold IAU as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining iShares Gold Trust position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 500 iShares Gold Trust shares in Q4 2018, an estimated $11K.
  • Westbourne Investment Advisors first reported a position in iShares Gold Trust in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's iShares Gold Trust position peaked at $11K in Q3 2018.
  • 590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.