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GlobalBridge’s iShares Gold Trust IAU Stock Holding History

GlobalBridge’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 		$277K Buy
11,136
+1,853
+20% +$46.5K 0.13% 247
2013
Q4 		$217K Buy
+9,283
New +$229K 0.11% 295
2013
Q3 		– Sell
-14,916
Closed -$358K – 317
2013
Q2 		$358K Buy
+14,916
New +$411K 0.2% 185

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 $64.9M AUM 32.13% 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

GlobalBridge's IAU Position: Q1 2014 in Review

GlobalBridge increased its iShares Gold Trust (IAU) stake by 20% in Q1 2014, buying an estimated $46.5K and bringing the position to 11,136 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #247.

GlobalBridge first reported a position in IAU in Q2 2013 and has held it in 3 quarters since. The position peaked at $358K in Q2 2013. 363 funds tracked by Wall St. Rank hold IAU as of Q1 2014.

  • GlobalBridge held 11,136 shares of iShares Gold Trust worth $277K as of Q1 2014.
  • GlobalBridge bought 1,853 iShares Gold Trust shares in Q1 2014, an estimated $46.5K.
  • iShares Gold Trust made up 0.13% of GlobalBridge's portfolio in Q1 2014, its #247 holding.
  • GlobalBridge first reported a position in iShares Gold Trust in Q2 2013 and has held it in 3 quarters since.
  • GlobalBridge's iShares Gold Trust position peaked at $358K in Q2 2013.
  • 363 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.