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CT Financial Advisors’s iShares Gold Trust IAU Stock Holding History

CT Financial 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
2017
Q1 		$13.8K Hold
573
– – 0.01% 403
2016
Q4 		$12.7K Hold
573
– – 0.01% 402
2016
Q3 		$14.5K Buy
+573
New +$14.7K 0.01% 385

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

CT Financial Advisors's IAU Position: Q1 2017 in Review

CT Financial Advisors held its iShares Gold Trust (IAU) position steady in Q1 2017 at 573 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #403.

CT Financial Advisors first reported a position in IAU in Q3 2016 and has held it in 3 quarters since. The position peaked at $14.5K in Q3 2016. 460 funds tracked by Wall St. Rank hold IAU as of Q1 2017.

  • CT Financial Advisors held 573 shares of iShares Gold Trust worth $13.8K as of Q1 2017.
  • CT Financial Advisors left its iShares Gold Trust share count unchanged in Q1 2017.
  • iShares Gold Trust made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #403 holding.
  • CT Financial Advisors first reported a position in iShares Gold Trust in Q3 2016 and has held it in 3 quarters since.
  • CT Financial Advisors's iShares Gold Trust position peaked at $14.5K in Q3 2016.
  • 460 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.