Gupta Wealth Management’s iShares Gold Trust IAU Stock Holding History

Gupta Wealth Management’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 Q1	$3.79M	Buy	159,588 +12,654	+9%	+$289K	0.89%	24
2015 Q4	$3.01M	Sell	146,934 -27,710	-16%	-$591K	0.76%	28
2015 Q3	$3.77M	Buy	174,644 +21,024	+14%	+$457K	0.92%	22
2015 Q2	$3.48M	Buy	153,620 +35,986	+31%	+$830K	0.86%	24
2015 Q1	$2.69M	Buy	+117,634	New	+$2.77M	0.79%	32

Other funds holding IAU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RBC

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Gupta Wealth Management's IAU Position: Q1 2016 in Review

Gupta Wealth Management increased its iShares Gold Trust (IAU) stake by 8.6% in Q1 2016, buying an estimated $289K and bringing the position to 159,588 shares worth $3.79M. The position accounts for 0.89% of the portfolio, ranked #24.

Gupta Wealth Management first reported a position in IAU in Q1 2015 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold IAU as of Q1 2016.

Gupta Wealth Management held 159,588 shares of iShares Gold Trust worth $3.79M as of Q1 2016.
Gupta Wealth Management bought 12,654 iShares Gold Trust shares in Q1 2016, an estimated $289K.
iShares Gold Trust made up 0.89% of Gupta Wealth Management's portfolio in Q1 2016, its #24 holding.
Gupta Wealth Management first reported a position in iShares Gold Trust in Q1 2015 and has held it in 5 quarters since.
400 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.