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Clarity Capital KCPS’s iShares Gold Trust IAU Stock Holding History

Clarity Capital KCPS’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
2017
Q1 		$2.67M Buy
+76,865
New +$1.81M 0.42% 11

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Clarity Capital KCPS's IAU Position: Q1 2017 in Review

Clarity Capital KCPS opened a new position in iShares Gold Trust (IAU) in Q1 2017: 76,865 shares worth $2.67M. The stake represents 0.42% of the portfolio and ranks #11 among its holdings.

460 funds tracked by Wall St. Rank hold IAU as of Q1 2017.

  • Clarity Capital KCPS held 76,865 shares of iShares Gold Trust worth $2.67M as of Q1 2017.
  • iShares Gold Trust was a new Clarity Capital KCPS position in Q1 2017.
  • iShares Gold Trust made up 0.42% of Clarity Capital KCPS's portfolio in Q1 2017, its #11 holding.
  • 460 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2017.

Based on Clarity Capital KCPS's 13F filing for Q1 2017, filed 15 May 2017.