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Braver Wealth Management’s iShares Gold Trust IAU Stock Holding History

Braver Wealth 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 		– Sell
-182,506
Closed -$4.63M – 151
2016
Q3 		$4.63M Buy
182,506
+174,563
+2,198% +$4.49M 0.78% 37
2016
Q2 		$203K Buy
+7,943
New +$193K 0.03% 135
2015
Q4 		– Sell
-13,686
Closed -$295K – 84
2015
Q3 		$295K Sell
13,686
-376
-3% -$8.17K 0.07% 66
2015
Q2 		$319K Buy
14,062
+1,770
+14% +$40.8K 0.08% 73
2015
Q1 		$281K Buy
12,292
+196
+2% +$4.62K 0.06% 77
2014
Q4 		$277K Hold
12,096
– – 0.06% 76
2014
Q3 		$283K Sell
12,096
-894
-7% -$22.2K 0.09% 68
2014
Q2 		$335K Buy
12,990
+335
+3% +$8.38K 0.09% 77
2014
Q1 		$315K Hold
12,655
– – 0.09% 69
2013
Q4 		$296K Buy
+12,655
New +$313K 0.1% 68

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

Braver Wealth Management's IAU Position: Q4 2016 in Review

Braver Wealth Management sold out of iShares Gold Trust (IAU) in Q4 2016, closing a stake of 182,506 shares — an estimated $4.63M sold.

Braver Wealth Management first reported a position in IAU in Q4 2013 and held it in 10 quarters. The position peaked at $4.63M in Q3 2016. 462 funds tracked by Wall St. Rank hold IAU as of Q4 2016.

  • Braver Wealth Management reported no remaining iShares Gold Trust position as of Q4 2016 after selling out during the quarter.
  • Braver Wealth Management sold 182,506 iShares Gold Trust shares in Q4 2016, an estimated $4.63M.
  • Braver Wealth Management first reported a position in iShares Gold Trust in Q4 2013 and held it in 10 quarters.
  • Braver Wealth Management's iShares Gold Trust position peaked at $4.63M in Q3 2016.
  • 462 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.