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Great Lakes Advisors’s iShares Gold Trust IAU Stock Holding History

Great Lakes 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
2013
Q4 		– Sell
-5,847
Closed -$151K – 388
2013
Q3 		$151K Sell
5,847
-2,120
-27% -$54.7K 0.01% 367
2013
Q2 		$191K Buy
+7,967
New +$219K 0.01% 356

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

Great Lakes Advisors's IAU Position: Q4 2013 in Review

Great Lakes Advisors sold out of iShares Gold Trust (IAU) in Q4 2013, closing a stake of 5,847 shares — an estimated $151K sold.

Great Lakes Advisors first reported a position in IAU in Q2 2013 and held it in 2 quarters. The position peaked at $191K in Q2 2013. 349 funds tracked by Wall St. Rank hold IAU as of Q4 2013.

  • Great Lakes Advisors reported no remaining iShares Gold Trust position as of Q4 2013 after selling out during the quarter.
  • Great Lakes Advisors sold 5,847 iShares Gold Trust shares in Q4 2013, an estimated $151K.
  • Great Lakes Advisors first reported a position in iShares Gold Trust in Q2 2013 and held it in 2 quarters.
  • Great Lakes Advisors's iShares Gold Trust position peaked at $191K in Q2 2013.
  • 349 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2013.

Based on Great Lakes Advisors's 13F filing for Q4 2013, filed 24 Feb 2014.