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Independence Trust’s iShares Gold Trust IAU Stock Holding History

Independence Trust’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
-6,433
Closed -$153K – 53
2016
Q1 		$153K Buy
+6,433
New +$147K 0.24% 47

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

Independence Trust's IAU Position: Q2 2016 in Review

Independence Trust sold out of iShares Gold Trust (IAU) in Q2 2016, closing a stake of 6,433 shares — an estimated $153K sold.

Independence Trust first reported a position in IAU in Q1 2016 and held it in 1 quarter. The position peaked at $153K in Q1 2016. 419 funds tracked by Wall St. Rank hold IAU as of Q2 2016.

  • Independence Trust reported no remaining iShares Gold Trust position as of Q2 2016 after selling out during the quarter.
  • Independence Trust sold 6,433 iShares Gold Trust shares in Q2 2016, an estimated $153K.
  • Independence Trust first reported a position in iShares Gold Trust in Q1 2016 and held it in 1 quarter.
  • Independence Trust's iShares Gold Trust position peaked at $153K in Q1 2016.
  • 419 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2016.

Based on Independence Trust's 13F filing for Q2 2016, filed 22 Jul 2016.