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Founders Bank & Trust’s iShares Gold Trust IAU Stock Holding History

Founders Bank & Trust’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
2014
Q1 		– Sell
-568
Closed -$14K – 372
2013
Q4 		$14K Sell
568
-876
-61% -$21.6K 0.01% 292
2013
Q3 		$37K Hold
1,444
– – 0.02% 167
2013
Q2 		$35K Buy
+1,444
New +$39.8K 0.02% 160

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Founders Bank & Trust's IAU Position: Q1 2014 in Review

Founders Bank & Trust sold out of iShares Gold Trust (IAU) in Q1 2014, closing a stake of 568 shares — an estimated $14K sold.

Founders Bank & Trust first reported a position in IAU in Q2 2013 and held it in 3 quarters. The position peaked at $37K in Q3 2013. 363 funds tracked by Wall St. Rank hold IAU as of Q1 2014.

  • Founders Bank & Trust reported no remaining iShares Gold Trust position as of Q1 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 568 iShares Gold Trust shares in Q1 2014, an estimated $14K.
  • Founders Bank & Trust first reported a position in iShares Gold Trust in Q2 2013 and held it in 3 quarters.
  • Founders Bank & Trust's iShares Gold Trust position peaked at $37K in Q3 2013.
  • 363 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2014.

Based on Founders Bank & Trust's 13F filing for Q1 2014, filed 17 Apr 2014.