BIT
IAU icon

BlackRock Institutional Trust’s iShares Gold Trust IAU Stock Holding History

BlackRock Institutional 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
Q4 		– Sell
-6,135,860
Closed -$156M – 3866
2016
Q3 		$156M Hold
6,135,860
– – 0.02% 659
2016
Q2 		$157M Hold
6,135,860
– – 0.03% 645
2016
Q1 		$146M Hold
6,135,860
– – 0.02% 665
2015
Q4 		$126M Hold
6,135,860
– – 0.02% 726
2015
Q3 		$132M Hold
6,135,860
– – 0.02% 700
2015
Q2 		$139M Hold
6,135,860
– – 0.02% 714
2015
Q1 		$141M Hold
6,135,860
– – 0.02% 723
2014
Q4 		$140M Hold
6,135,860
– – 0.02% 692
2014
Q3 		$144M Hold
6,135,860
– – 0.02% 659
2014
Q2 		$158M Hold
6,135,860
– – 0.03% 650
2014
Q1 		$153M Hold
6,135,860
– – 0.03% 651
2013
Q4 		$143M Hold
6,135,860
– – 0.03% 649
2013
Q3 		$158M Hold
6,135,860
– – 0.03% 561
2013
Q2 		$147M Buy
+6,135,860
New +$169M 0.03% 556

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

BlackRock Institutional Trust's IAU Position: Q4 2016 in Review

BlackRock Institutional Trust sold out of iShares Gold Trust (IAU) in Q4 2016, closing a stake of 6,135,860 shares — an estimated $156M sold.

BlackRock Institutional Trust first reported a position in IAU in Q2 2013 and held it in 14 quarters. The position peaked at $158M in Q3 2013. 462 funds tracked by Wall St. Rank hold IAU as of Q4 2016.

  • BlackRock Institutional Trust reported no remaining iShares Gold Trust position as of Q4 2016 after selling out during the quarter.
  • BlackRock Institutional Trust sold 6,135,860 iShares Gold Trust shares in Q4 2016, an estimated $156M.
  • BlackRock Institutional Trust first reported a position in iShares Gold Trust in Q2 2013 and held it in 14 quarters.
  • BlackRock Institutional Trust's iShares Gold Trust position peaked at $158M in Q3 2013.
  • 462 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.