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Bellwether Investment Group’s iShares Gold Trust IAU Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-65
Closed -$2K – 309
2017
Q1 		$2K Hold
65
– – 0.01% 712
2016
Q4 		$1K Buy
+65
New +$1.52K ﹤0.01% 944

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

Bellwether Investment Group's IAU Position: Q2 2017 in Review

Bellwether Investment Group sold out of iShares Gold Trust (IAU) in Q2 2017, closing a stake of 65 shares — an estimated $2K sold.

Bellwether Investment Group first reported a position in IAU in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 460 funds tracked by Wall St. Rank hold IAU as of Q2 2017.

  • Bellwether Investment Group reported no remaining iShares Gold Trust position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 65 iShares Gold Trust shares in Q2 2017, an estimated $2K.
  • Bellwether Investment Group first reported a position in iShares Gold Trust in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares Gold Trust position peaked at $2K in Q1 2017.
  • 460 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.