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Edmond de Rothschild (Europe)’s iShares Gold Trust IAU Stock Holding History

Edmond de Rothschild (Europe)’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
Q3 		– Sell
-750
Closed -$19K – 248
2016
Q2 		$19K Hold
750
– – 0.01% 199
2016
Q1 		$18K Hold
750
– – 0.01% 205
2015
Q4 		$15K Hold
750
– – 0.01% 225
2015
Q3 		$16K Hold
750
– – 0.01% 219
2015
Q2 		$17K Buy
+750
New +$17.3K 0.01% 238

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edmond de Rothschild (Europe)'s IAU Position: Q3 2016 in Review

Edmond de Rothschild (Europe) sold out of iShares Gold Trust (IAU) in Q3 2016, closing a stake of 750 shares — an estimated $19K sold.

Edmond de Rothschild (Europe) first reported a position in IAU in Q2 2015 and held it in 5 quarters. The position peaked at $19K in Q2 2016. 440 funds tracked by Wall St. Rank hold IAU as of Q3 2016.

  • Edmond de Rothschild (Europe) reported no remaining iShares Gold Trust position as of Q3 2016 after selling out during the quarter.
  • Edmond de Rothschild (Europe) sold 750 iShares Gold Trust shares in Q3 2016, an estimated $19K.
  • Edmond de Rothschild (Europe) first reported a position in iShares Gold Trust in Q2 2015 and held it in 5 quarters.
  • Edmond de Rothschild (Europe)'s iShares Gold Trust position peaked at $19K in Q2 2016.
  • 440 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.