Boston Private Bank & Trust’s iShares Gold Trust IAU Stock Holding History

Boston Private Bank & 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
2015 Q1	$115K	Sell	5,040 -1,425	-22%	-$33.6K	0.01%	462
2014 Q4	$148K	Sell	6,465 -1,050	-14%	-$24.4K	0.01%	435
2014 Q3	$176K	Hold	7,515	–	–	0.01%	412
2014 Q2	$194K	Hold	7,515	–	–	0.01%	397
2014 Q1	$187K	Hold	7,515	–	–	0.01%	405
2013 Q4	$176K	Hold	7,515	–	–	0.01%	406
2013 Q3	$194K	Buy	7,515 +3,040	+68%	+$78.5K	0.01%	384
2013 Q2	$107K	Buy	+4,475	New	+$123K	0.01%	449

Other funds holding IAU

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

RBC

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boston Private Bank & Trust's IAU Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its iShares Gold Trust (IAU) stake by 22% in Q1 2015, selling an estimated $33.6K and leaving 5,040 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #462.

Boston Private Bank & Trust first reported a position in IAU in Q2 2013 and has held it in 8 quarters since. The position peaked at $194K in Q2 2014. 378 funds tracked by Wall St. Rank hold IAU as of Q1 2015.

Boston Private Bank & Trust held 5,040 shares of iShares Gold Trust worth $115K as of Q1 2015.
Boston Private Bank & Trust sold 1,425 iShares Gold Trust shares in Q1 2015, an estimated $33.6K.
iShares Gold Trust made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #462 holding.
Boston Private Bank & Trust first reported a position in iShares Gold Trust in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares Gold Trust position peaked at $194K in Q2 2014.
378 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.