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Aspiriant Holdings S3’s iShares Gold Trust IAU Stock Holding History

Aspiriant Holdings S3’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
Q1 		– Sell
-16,235
Closed -$379K – 116
2013
Q4 		$379K Buy
16,235
+659
+4% +$16.3K 0.15% 90
2013
Q3 		$402K Buy
+15,576
New +$402K 0.17% 89

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant Holdings S3's IAU Position: Q1 2014 in Review

Aspiriant Holdings S3 sold out of iShares Gold Trust (IAU) in Q1 2014, closing a stake of 16,235 shares — an estimated $379K sold.

Aspiriant Holdings S3 first reported a position in IAU in Q3 2013 and held it in 2 quarters. The position peaked at $402K in Q3 2013. 363 funds tracked by Wall St. Rank hold IAU as of Q1 2014.

  • Aspiriant Holdings S3 reported no remaining iShares Gold Trust position as of Q1 2014 after selling out during the quarter.
  • Aspiriant Holdings S3 sold 16,235 iShares Gold Trust shares in Q1 2014, an estimated $379K.
  • Aspiriant Holdings S3 first reported a position in iShares Gold Trust in Q3 2013 and held it in 2 quarters.
  • Aspiriant Holdings S3's iShares Gold Trust position peaked at $402K in Q3 2013.
  • 363 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2014.

Based on Aspiriant Holdings S3's 13F filing for Q1 2014, filed 24 Apr 2014.