Winslow Evans & Crocker’s iShares Gold Trust IAU Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$58K	Buy	+1,600	New	+$57.3K	0.01%	564
2017 Q3	–	Sell	-206	Closed	-$4.91K	–	1175
2017 Q2	$4.91K	Sell	206 -500	-71%	-$12.1K	﹤0.01%	1061
2017 Q1	$16.9K	Hold	706	–	–	0.01%	767
2016 Q4	$15.6K	Sell	706 -1,000	-59%	-$23.5K	﹤0.01%	777
2016 Q3	$43.3K	Buy	1,706 +1,000	+142%	+$25.7K	0.01%	572
2016 Q2	$18K	Hold	706	–	–	0.01%	719
2016 Q1	$16.8K	Hold	706	–	–	0.01%	748
2015 Q4	$14.4K	Hold	706	–	–	﹤0.01%	823
2015 Q3	$15.2K	Hold	706	–	–	﹤0.01%	790
2015 Q2	$16K	Hold	706	–	–	﹤0.01%	815
2015 Q1	$16.2K	Buy	706 +500	+243%	+$11.8K	﹤0.01%	775
2014 Q4	$4.7K	Sell	206 -35	-15%	-$814	﹤0.01%	1055
2014 Q3	$5.63K	Sell	241 -875	-78%	-$21.7K	﹤0.01%	1047
2014 Q2	$28.7K	Hold	1,116	–	–	0.01%	598
2014 Q1	$27.8K	Sell	1,116 -226	-17%	-$5.67K	0.01%	605
2013 Q4	$32K	Buy	+1,342	New	+$33.1K	0.01%	589

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CSIA

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Winslow Evans & Crocker's IAU Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Gold Trust (IAU) in Q4 2020: 1,600 shares worth $58K. The stake represents 0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IAU as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in IAU in Q4 2013 and has held it in 16 quarters since. 969 funds tracked by Wall St. Rank hold IAU as of Q4 2020.

Winslow Evans & Crocker held 1,600 shares of iShares Gold Trust worth $58K as of Q4 2020.
iShares Gold Trust was a new Winslow Evans & Crocker position in Q4 2020.
iShares Gold Trust made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #564 holding.
Winslow Evans & Crocker first reported a position in iShares Gold Trust in Q4 2013 and has held it in 16 quarters since.
969 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.