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YorkBridge Wealth Partners’s iShares Gold Trust IAU Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-250
Closed -$6K – 794
2018
Q2 		$6K Hold
250
– – ﹤0.01% 673
2018
Q1 		$6K Hold
250
– – ﹤0.01% 668
2017
Q4 		$6K Hold
250
– – ﹤0.01% 685
2017
Q3 		$6K Sell
250
-2,245
-90% -$55.2K ﹤0.01% 691
2017
Q2 		$59K Hold
2,495
– – 0.03% 353
2017
Q1 		$60K Sell
2,495
-1,150
-32% -$27K 0.03% 343
2016
Q4 		$83K Buy
+3,645
New +$85.5K 0.05% 268

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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

YorkBridge Wealth Partners's IAU Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of iShares Gold Trust (IAU) in Q3 2018, closing a stake of 250 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in IAU in Q4 2016 and held it in 7 quarters. The position peaked at $83K in Q4 2016. 553 funds tracked by Wall St. Rank hold IAU as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining iShares Gold Trust position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 250 iShares Gold Trust shares in Q3 2018, an estimated $6K.
  • YorkBridge Wealth Partners first reported a position in iShares Gold Trust in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's iShares Gold Trust position peaked at $83K in Q4 2016.
  • 553 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.