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Fusion Investment Group’s iShares Gold Trust IAU Stock Holding History

Fusion Investment Group’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
Q2 		– Sell
-4,056
Closed -$100K – 231
2014
Q1 		$100K Sell
4,056
-1,113
-22% -$27.9K 0.1% 97
2013
Q4 		$121K Buy
+5,169
New +$128K 0.09% 134

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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Fusion Investment Group's IAU Position: Q2 2014 in Review

Fusion Investment Group sold out of iShares Gold Trust (IAU) in Q2 2014, closing a stake of 4,056 shares — an estimated $100K sold.

Fusion Investment Group first reported a position in IAU in Q4 2013 and held it in 2 quarters. The position peaked at $121K in Q4 2013. 372 funds tracked by Wall St. Rank hold IAU as of Q2 2014.

  • Fusion Investment Group reported no remaining iShares Gold Trust position as of Q2 2014 after selling out during the quarter.
  • Fusion Investment Group sold 4,056 iShares Gold Trust shares in Q2 2014, an estimated $100K.
  • Fusion Investment Group first reported a position in iShares Gold Trust in Q4 2013 and held it in 2 quarters.
  • Fusion Investment Group's iShares Gold Trust position peaked at $121K in Q4 2013.
  • 372 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2014.

Based on Fusion Investment Group's 13F filing for Q2 2014, filed 13 Aug 2014.