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BlackRock Investment Management’s iShares Gold Trust IAU Stock Holding History

BlackRock Investment Management’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 		$16.1M Sell
726,126
-37,535
-5% -$880K 0.02% 812
2016
Q3 		$19.4M Buy
763,661
+6,958
+0.9% +$179K 0.02% 615
2016
Q2 		$19.3M Sell
756,703
-4,098
-0.5% -$99.6K 0.02% 581
2016
Q1 		$18.1M Buy
760,801
+30,659
+4% +$701K 0.02% 624
2015
Q4 		$14.9M Buy
730,142
+13,460
+2% +$287K 0.02% 706
2015
Q3 		$15.5M Buy
716,682
+78,832
+12% +$1.71M 0.02% 670
2015
Q2 		$14.5M Buy
637,850
+5,852
+0.9% +$135K 0.02% 747
2015
Q1 		$14.5M Buy
631,998
+22,046
+4% +$520K 0.02% 730
2014
Q4 		$14M Buy
609,952
+14,820
+2% +$345K 0.02% 734
2014
Q3 		$13.9M Buy
595,132
+58,808
+11% +$1.46M 0.02% 713
2014
Q2 		$13.8M Buy
536,324
+110,045
+26% +$2.75M 0.02% 753
2014
Q1 		$10.6M Buy
426,279
+58,774
+16% +$1.47M 0.02% 883
2013
Q4 		$8.59M Sell
367,505
-22,185
-6% -$548K 0.01% 997
2013
Q3 		$10M Buy
389,690
+4,662
+1% +$120K 0.02% 840
2013
Q2 		$9.23M Buy
+385,028
New +$10.6M 0.02% 804

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 Investment Management's IAU Position: Q4 2016 in Review

BlackRock Investment Management reduced its iShares Gold Trust (IAU) stake by 4.9% in Q4 2016, selling an estimated $880K and leaving 726,126 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #812.

BlackRock Investment Management first reported a position in IAU in Q2 2013 and has held it in 15 quarters since. The position peaked at $19.4M in Q3 2016. 462 funds tracked by Wall St. Rank hold IAU as of Q4 2016.

  • BlackRock Investment Management held 726,126 shares of iShares Gold Trust worth $16.1M as of Q4 2016.
  • BlackRock Investment Management sold 37,535 iShares Gold Trust shares in Q4 2016, an estimated $880K.
  • iShares Gold Trust made up 0.02% of BlackRock Investment Management's portfolio in Q4 2016, its #812 holding.
  • BlackRock Investment Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Investment Management's iShares Gold Trust position peaked at $19.4M in Q3 2016.
  • 462 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2016.

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