Courage Miller Partners’s iShares Gold Trust IAU Stock Holding History

Courage Miller Partners’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
2018 Q1	–	Sell	-5,134	Closed	-$128K	–	67
2017 Q4	$128K	Sell	5,134 -20	-0.4%	-$491	0.08%	67
2017 Q3	$127K	Hold	5,154	–	–	0.08%	68
2017 Q2	$123K	Buy	+5,154	New	+$125K	0.08%	66
2017 Q1	–	Sell	-5,404	Closed	-$120K	–	64
2016 Q4	$120K	Hold	5,404	–	–	0.08%	67
2016 Q3	$137K	Sell	5,404 -58	-1%	-$1.49K	0.09%	67
2016 Q2	$139K	Sell	5,462 -1,539	-22%	-$37.4K	0.1%	66
2016 Q1	$166K	Hold	7,001	–	–	0.12%	67
2015 Q4	$143K	Buy	+7,001	New	+$149K	0.1%	67
2015 Q1	–	Sell	-5,512	Closed	-$126K	–	57
2014 Q4	$126K	Sell	5,512 -6,800	-55%	-$158K	0.1%	55
2014 Q3	$288K	Sell	12,312 -391	-3%	-$9.71K	0.22%	50
2014 Q2	$327K	Buy	12,703 +542	+4%	+$13.6K	0.24%	52
2014 Q1	$303K	Sell	12,161 -134	-1%	-$3.36K	0.24%	48
2013 Q4	$287K	Hold	12,295	–	–	0.24%	47
2013 Q3	$317K	Hold	12,295	–	–	0.26%	45
2013 Q2	$295K	Buy	+12,295	New	+$338K	0.27%	42

Other funds holding IAU

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

WIM

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Courage Miller Partners's IAU Position: Q1 2018 in Review

Courage Miller Partners sold out of iShares Gold Trust (IAU) in Q1 2018, closing a stake of 5,134 shares — an estimated $128K sold.

Courage Miller Partners first reported a position in IAU in Q2 2013 and held it in 15 quarters. The position peaked at $327K in Q2 2014. 552 funds tracked by Wall St. Rank hold IAU as of Q1 2018.

Courage Miller Partners reported no remaining iShares Gold Trust position as of Q1 2018 after selling out during the quarter.
Courage Miller Partners sold 5,134 iShares Gold Trust shares in Q1 2018, an estimated $128K.
Courage Miller Partners first reported a position in iShares Gold Trust in Q2 2013 and held it in 15 quarters.
Courage Miller Partners's iShares Gold Trust position peaked at $327K in Q2 2014.
552 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2018.

Based on Courage Miller Partners's 13F filing for Q1 2018, filed 27 Apr 2018.