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

Concert 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
2017
Q2 		– Sell
-24,015
Closed -$531K – 276
2017
Q1 		$531K Buy
24,015
+4,396
+22% +$103K 0.12% 233
2016
Q4 		$435K Sell
19,619
-8,536
-30% -$200K 0.1% 282
2016
Q3 		$713K Buy
28,155
+18,504
+192% +$476K 0.09% 292
2016
Q2 		$245K Buy
9,651
+990
+11% +$24.1K 0.03% 531
2016
Q1 		$209K Sell
8,661
-295
-3% -$6.75K 0.03% 579
2015
Q4 		$182K Buy
8,956
+285
+3% +$6.08K 0.02% 603
2015
Q3 		$185K Sell
8,671
-990
-10% -$21.5K 0.03% 627
2015
Q2 		$222K Sell
9,661
-1,267
-12% -$29.2K 0.03% 605
2015
Q1 		$101K Buy
10,928
+252
+2% +$5.94K 0.03% 426
2014
Q4 		$247K Sell
10,676
-24,240
-69% -$564K 0.04% 519
2014
Q3 		$825K Buy
34,916
+211
+0.6% +$5.24K 0.11% 167
2014
Q2 		$836K Buy
34,705
+19,270
+125% +$482K 0.1% 170
2014
Q1 		$388K Sell
15,435
-339
-2% -$8.5K 0.05% 341
2013
Q4 		$374K Sell
15,774
-241
-2% -$5.95K 0.05% 324
2013
Q3 		$414K Buy
16,015
+211
+1% +$5.45K 0.06% 294
2013
Q2 		$379K Buy
+15,804
New +$435K 0.06% 283

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

Concert Wealth Management's IAU Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2017, closing a stake of 24,015 shares — an estimated $531K sold.

Concert Wealth Management first reported a position in IAU in Q2 2013 and held it in 16 quarters. The position peaked at $836K in Q2 2014. 460 funds tracked by Wall St. Rank hold IAU as of Q2 2017.

  • Concert Wealth Management reported no remaining iShares Gold Trust position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 24,015 iShares Gold Trust shares in Q2 2017, an estimated $531K.
  • Concert Wealth Management first reported a position in iShares Gold Trust in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's iShares Gold Trust position peaked at $836K in Q2 2014.
  • 460 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.