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Crosspoint Capital Strategies’s iShares Gold Trust IAU Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-790
Closed -$18K – 435
2015
Q4 		$18K Buy
790
+690
+690% +$14.7K ﹤0.01% 605
2015
Q3 		$2K Buy
+100
New +$2.17K ﹤0.01% 599
2015
Q1 		– Sell
-1,400
Closed -$32K – 613
2014
Q4 		$32K Hold
1,400
– – 0.01% 390
2014
Q3 		$33K Hold
1,400
– – 0.02% 260
2014
Q2 		$35K Sell
1,400
-1,568
-53% -$39.2K 0.01% 273
2014
Q1 		$74K Sell
2,968
-242
-8% -$6.07K 0.03% 220
2013
Q4 		$83K Buy
+3,210
New +$79.3K 0.03% 216

Other funds holding IAU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Crosspoint Capital Strategies's IAU Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares Gold Trust (IAU) in Q1 2016, closing a stake of 790 shares — an estimated $18K sold.

Crosspoint Capital Strategies first reported a position in IAU in Q4 2013 and held it in 7 quarters. The position peaked at $83K in Q4 2013. 399 funds tracked by Wall St. Rank hold IAU as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares Gold Trust position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 790 iShares Gold Trust shares in Q1 2016, an estimated $18K.
  • Crosspoint Capital Strategies first reported a position in iShares Gold Trust in Q4 2013 and held it in 7 quarters.
  • Crosspoint Capital Strategies's iShares Gold Trust position peaked at $83K in Q4 2013.
  • 399 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.