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Hefty Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Hefty Wealth Partners’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
Q2 		– Sell
-175
Closed -$4K – 221
2016
Q1 		$4K Hold
175
– – ﹤0.01% 179
2015
Q4 		$3K Buy
+175
New +$3.73K ﹤0.01% 179

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hefty Wealth Partners's IAU Position: Q2 2016 in Review

Hefty Wealth Partners sold out of iShares Gold Trust (IAU) in Q2 2016, closing a stake of 175 shares — an estimated $4K sold.

Hefty Wealth Partners first reported a position in IAU in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 419 funds tracked by Wall St. Rank hold IAU as of Q2 2016.

  • Hefty Wealth Partners reported no remaining iShares Gold Trust position as of Q2 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 175 iShares Gold Trust shares in Q2 2016, an estimated $4K.
  • Hefty Wealth Partners first reported a position in iShares Gold Trust in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares Gold Trust position peaked at $4K in Q1 2016.
  • 419 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.