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Beacon Trust’s iShares Gold Trust IAU Stock Holding History

Beacon Trust’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
Q1 		– Sell
-5,410
Closed -$111K – 188
2015
Q4 		$111K Sell
5,410
-6,715
-55% -$143K 0.02% 174
2015
Q3 		$262K Sell
12,125
-150
-1% -$3.26K 0.05% 163
2015
Q2 		$279K Sell
12,275
-281
-2% -$6.48K 0.04% 165
2015
Q1 		$287K Sell
12,556
-125
-1% -$2.95K 0.04% 176
2014
Q4 		$290K Buy
+12,681
New +$295K 0.04% 178
2013
Q3 		– Sell
-5,204
Closed -$125K – 189
2013
Q2 		$125K Buy
+5,204
New +$143K 0.02% 177

Other funds holding IAU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Beacon Trust's IAU Position: Q1 2016 in Review

Beacon Trust sold out of iShares Gold Trust (IAU) in Q1 2016, closing a stake of 5,410 shares — an estimated $111K sold.

Beacon Trust first reported a position in IAU in Q2 2013 and held it in 6 quarters. The position peaked at $290K in Q4 2014. 399 funds tracked by Wall St. Rank hold IAU as of Q1 2016.

  • Beacon Trust reported no remaining iShares Gold Trust position as of Q1 2016 after selling out during the quarter.
  • Beacon Trust sold 5,410 iShares Gold Trust shares in Q1 2016, an estimated $111K.
  • Beacon Trust first reported a position in iShares Gold Trust in Q2 2013 and held it in 6 quarters.
  • Beacon Trust's iShares Gold Trust position peaked at $290K in Q4 2014.
  • 399 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2016.

Based on Beacon Trust's 13F filing for Q1 2016, filed 20 Jun 2016.