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B. Riley Financial’s iShares Gold Trust IAU Stock Holding History

B. Riley 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
2017
Q4 		– Sell
-5,143
Closed -$127K – 327
2017
Q3 		$127K Buy
+5,143
New +$127K 0.03% 287

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

B. Riley Financial's IAU Position: Q4 2017 in Review

B. Riley Financial sold out of iShares Gold Trust (IAU) in Q4 2017, closing a stake of 5,143 shares — an estimated $127K sold.

B. Riley Financial first reported a position in IAU in Q3 2017 and held it in 1 quarter. The position peaked at $127K in Q3 2017. 537 funds tracked by Wall St. Rank hold IAU as of Q4 2017.

  • B. Riley Financial reported no remaining iShares Gold Trust position as of Q4 2017 after selling out during the quarter.
  • B. Riley Financial sold 5,143 iShares Gold Trust shares in Q4 2017, an estimated $127K.
  • B. Riley Financial first reported a position in iShares Gold Trust in Q3 2017 and held it in 1 quarter.
  • B. Riley Financial's iShares Gold Trust position peaked at $127K in Q3 2017.
  • 537 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2017.

Based on B. Riley Financial's 13F filing for Q4 2017, filed 9 Feb 2018.