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Hoxton Financial’s iShares Gold Trust IAU Stock Holding History

Hoxton Financial’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 		$2K Hold
95
– – ﹤0.01% 316
2015
Q4 		$2K Hold
95
– – ﹤0.01% 285
2015
Q3 		$2K Hold
95
– – ﹤0.01% 291
2015
Q2 		$2K Hold
95
– – ﹤0.01% 301
2015
Q1 		$2K Hold
95
– – ﹤0.01% 287
2014
Q4 		$2K Hold
95
– – ﹤0.01% 303
2014
Q3 		$2K Hold
95
– – ﹤0.01% 279
2014
Q2 		$2K Hold
95
– – ﹤0.01% 280
2014
Q1 		$2K Hold
95
– – ﹤0.01% 291
2013
Q4 		$2K Hold
95
– – ﹤0.01% 631
2013
Q3 		$2K Hold
95
– – ﹤0.01% 389
2013
Q2 		$2K Buy
+95
New +$2.62K ﹤0.01% 571

Other funds holding IAU

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

Hoxton Financial's IAU Position: Q1 2016 in Review

Hoxton Financial held its iShares Gold Trust (IAU) position steady in Q1 2016 at 95 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Hoxton Financial first reported a position in IAU in Q2 2013 and has held it in 12 quarters since. 400 funds tracked by Wall St. Rank hold IAU as of Q1 2016.

  • Hoxton Financial held 95 shares of iShares Gold Trust worth $2K as of Q1 2016.
  • Hoxton Financial left its iShares Gold Trust share count unchanged in Q1 2016.
  • iShares Gold Trust made up ﹤0.01% of Hoxton Financial's portfolio in Q1 2016, its #316 holding.
  • Hoxton Financial first reported a position in iShares Gold Trust in Q2 2013 and has held it in 12 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.