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CapWealth Advisors’s iShares Gold Trust IAU Stock Holding History

CapWealth Advisors’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
-415
Closed -$11K – 168
2016
Q3 		$11K Buy
+415
New +$10.7K ﹤0.01% 209

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

CapWealth Advisors's IAU Position: Q4 2016 in Review

CapWealth Advisors sold out of iShares Gold Trust (IAU) in Q4 2016, closing a stake of 415 shares — an estimated $11K sold.

CapWealth Advisors first reported a position in IAU in Q3 2016 and held it in 1 quarter. The position peaked at $11K in Q3 2016. 462 funds tracked by Wall St. Rank hold IAU as of Q4 2016.

  • CapWealth Advisors reported no remaining iShares Gold Trust position as of Q4 2016 after selling out during the quarter.
  • CapWealth Advisors sold 415 iShares Gold Trust shares in Q4 2016, an estimated $11K.
  • CapWealth Advisors first reported a position in iShares Gold Trust in Q3 2016 and held it in 1 quarter.
  • CapWealth Advisors's iShares Gold Trust position peaked at $11K in Q3 2016.
  • 462 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.