Winthrop Partners - WNY’s iShares Gold Trust IAU Stock Holding History

Winthrop Partners - WNY’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 Q1	–	Sell	-300	Closed	-$7.37K	–	239
2018 Q4	$7.37K	Hold	300	–	–	0.01%	210
2018 Q3	$6.86K	Hold	300	–	–	0.01%	258
2018 Q2	$7.21K	Hold	300	–	–	0.01%	271
2018 Q1	$7.7K	Buy	+300	New	+$7.66K	0.01%	358

Other funds holding IAU

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

BlackRock New York $5.72T AUM 30.48% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Winthrop Partners - WNY's IAU Position: Q1 2019 in Review

Winthrop Partners - WNY sold out of iShares Gold Trust (IAU) in Q1 2019, closing a stake of 300 shares — an estimated $7.37K sold.

Winthrop Partners - WNY first reported a position in IAU in Q1 2018 and held it in 4 quarters. The position peaked at $7.7K in Q1 2018. 612 funds tracked by Wall St. Rank hold IAU as of Q1 2019.

Winthrop Partners - WNY reported no remaining iShares Gold Trust position as of Q1 2019 after selling out during the quarter.
Winthrop Partners - WNY sold 300 iShares Gold Trust shares in Q1 2019, an estimated $7.37K.
Winthrop Partners - WNY first reported a position in iShares Gold Trust in Q1 2018 and held it in 4 quarters.
Winthrop Partners - WNY's iShares Gold Trust position peaked at $7.7K in Q1 2018.
612 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2019.

Based on Winthrop Partners - WNY's 13F filing for Q1 2019, filed 15 May 2019.