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Advisor Consultant Network’s iShares Gold Trust IAU Stock Holding History

Advisor Consultant Network’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
2016
Q3 		$781K Buy
+30,782
New +$792K 0.11% 122

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisor Consultant Network's IAU Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in iShares Gold Trust (IAU) in Q3 2016: 30,782 shares worth $781K. The stake represents 0.11% of the portfolio and ranks #122 among its holdings.

440 funds tracked by Wall St. Rank hold IAU as of Q3 2016.

  • Advisor Consultant Network held 30,782 shares of iShares Gold Trust worth $781K as of Q3 2016.
  • iShares Gold Trust was a new Advisor Consultant Network position in Q3 2016.
  • iShares Gold Trust made up 0.11% of Advisor Consultant Network's portfolio in Q3 2016, its #122 holding.
  • 440 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.