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Aviance Capital Partners’s iShares Gold Trust IAU Stock Holding History

Aviance Capital Partners’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
Q4 		– Sell
-12,500
Closed -$317K – 210
2016
Q3 		$317K Hold
12,500
– – 0.11% 163
2016
Q2 		$319K Hold
12,500
– – 0.12% 166
2016
Q1 		$297K Sell
12,500
-4,315
-26% -$98.7K 0.1% 156
2015
Q4 		$344K Hold
16,815
– – 0.12% 151
2015
Q3 		$363K Hold
16,815
– – 0.15% 142
2015
Q2 		$381K Hold
16,815
– – 0.14% 154
2015
Q1 		$385K Sell
16,815
-553
-3% -$13K 0.14% 169
2014
Q4 		$397K Hold
17,368
– – 0.15% 166
2014
Q3 		$406K Buy
17,368
+553
+3% +$13.7K 0.15% 173
2014
Q2 		$433K Hold
16,815
– – 0.17% 156
2014
Q1 		$418K Hold
16,815
– – 0.18% 148
2013
Q4 		$393K Buy
16,815
+10,000
+147% +$247K 0.17% 153
2013
Q3 		$176K Hold
6,815
– – 0.08% 197
2013
Q2 		$163K Buy
+6,815
New +$188K 0.09% 185

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Aviance Capital Partners's IAU Position: Q4 2016 in Review

Aviance Capital Partners sold out of iShares Gold Trust (IAU) in Q4 2016, closing a stake of 12,500 shares — an estimated $317K sold.

Aviance Capital Partners first reported a position in IAU in Q2 2013 and held it in 14 quarters. The position peaked at $433K in Q2 2014. 462 funds tracked by Wall St. Rank hold IAU as of Q4 2016.

  • Aviance Capital Partners reported no remaining iShares Gold Trust position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Partners sold 12,500 iShares Gold Trust shares in Q4 2016, an estimated $317K.
  • Aviance Capital Partners first reported a position in iShares Gold Trust in Q2 2013 and held it in 14 quarters.
  • Aviance Capital Partners's iShares Gold Trust position peaked at $433K in Q2 2014.
  • 462 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2016.

Based on Aviance Capital Partners's 13F filing for Q4 2016, filed 17 Jan 2017.