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Arrow Financial’s iShares Gold Trust IAU Stock Holding History

Arrow Financial’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 		– Sell
-50
Closed -$1K – 343
2016
Q2 		$1K Sell
50
-500
-91% -$12.1K ﹤0.01% 339
2016
Q1 		$13K Buy
550
+500
+1,000% +$11.4K ﹤0.01% 282
2015
Q4 		$1K Hold
50
– – ﹤0.01% 483
2015
Q3 		$1K Hold
50
– – ﹤0.01% 334
2015
Q2 		$1K Hold
50
– – ﹤0.01% 339
2015
Q1 		$1K Hold
50
– – ﹤0.01% 380
2014
Q4 		$1K Hold
50
– – ﹤0.01% 342
2014
Q3 		$1K Hold
50
– – ﹤0.01% 409
2014
Q2 		$1K Hold
50
– – ﹤0.01% 343
2014
Q1 		$1K Hold
50
– – ﹤0.01% 349
2013
Q4 		$1K Hold
50
– – ﹤0.01% 346
2013
Q3 		$1K Sell
50
-111
-69% -$2.87K ﹤0.01% 343
2013
Q2 		$4K Buy
+161
New +$4.43K ﹤0.01% 308

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
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 $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

Arrow Financial's IAU Position: Q3 2016 in Review

Arrow Financial sold out of iShares Gold Trust (IAU) in Q3 2016, closing a stake of 50 shares — an estimated $1K sold.

Arrow Financial first reported a position in IAU in Q2 2013 and held it in 13 quarters. The position peaked at $13K in Q1 2016. 436 funds tracked by Wall St. Rank hold IAU as of Q3 2016.

  • Arrow Financial reported no remaining iShares Gold Trust position as of Q3 2016 after selling out during the quarter.
  • Arrow Financial sold 50 iShares Gold Trust shares in Q3 2016, an estimated $1K.
  • Arrow Financial first reported a position in iShares Gold Trust in Q2 2013 and held it in 13 quarters.
  • Arrow Financial's iShares Gold Trust position peaked at $13K in Q1 2016.
  • 436 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2016.

Based on Arrow Financial's 13F filing for Q3 2016, filed 28 Oct 2016.