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AFT Forsyth & Company’s iShares Gold Trust IAU Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$4K Hold
158
– – 0.01% 294
2013
Q2 		$4K Buy
+158
New +$4.35K 0.01% 276

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

AFT Forsyth & Company's IAU Position: Q3 2013 in Review

AFT Forsyth & Company held its iShares Gold Trust (IAU) position steady in Q3 2013 at 158 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #294.

AFT Forsyth & Company first reported a position in IAU in Q2 2013 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold IAU as of Q3 2013.

  • AFT Forsyth & Company held 158 shares of iShares Gold Trust worth $4K as of Q3 2013.
  • AFT Forsyth & Company left its iShares Gold Trust share count unchanged in Q3 2013.
  • iShares Gold Trust made up 0.01% of AFT Forsyth & Company's portfolio in Q3 2013, its #294 holding.
  • AFT Forsyth & Company first reported a position in iShares Gold Trust in Q2 2013 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.