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1919 Investment Counsel’s iShares Gold Trust IAU Stock Holding History

1919 Investment Counsel’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
2014
Q3 		$101K Buy
4,285
+2,650
+162% +$65.8K ﹤0.01% 623
2014
Q2 		$43K Buy
1,635
+150
+10% +$3.75K ﹤0.01% 723
2014
Q1 		$37K Hold
1,485
– – ﹤0.01% 721
2013
Q4 		$35K Hold
1,485
– – ﹤0.01% 732
2013
Q3 		$39K Sell
1,485
-58
-4% -$1.5K ﹤0.01% 711
2013
Q2 		$37K Buy
+1,543
New +$42.5K ﹤0.01% 705

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1919 Investment Counsel's IAU Position: Q3 2014 in Review

1919 Investment Counsel increased its iShares Gold Trust (IAU) stake by 162% in Q3 2014, buying an estimated $65.8K and bringing the position to 4,285 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

1919 Investment Counsel first reported a position in IAU in Q2 2013 and has held it in 6 quarters since. 360 funds tracked by Wall St. Rank hold IAU as of Q3 2014.

  • 1919 Investment Counsel held 4,285 shares of iShares Gold Trust worth $101K as of Q3 2014.
  • 1919 Investment Counsel bought 2,650 iShares Gold Trust shares in Q3 2014, an estimated $65.8K.
  • iShares Gold Trust made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #623 holding.
  • 1919 Investment Counsel first reported a position in iShares Gold Trust in Q2 2013 and has held it in 6 quarters since.
  • 360 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.