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Integrated Wealth Counsel’s iShares Gold Trust IAU Stock Holding History

Integrated Wealth Counsel’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
Q4 		$19K Hold
879
– – 0.04% 116
2016
Q3 		$22K Buy
+879
New +$22.6K 0.05% 99

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

Integrated Wealth Counsel's IAU Position: Q4 2016 in Review

Integrated Wealth Counsel held its iShares Gold Trust (IAU) position steady in Q4 2016 at 879 shares worth $19K. The position accounts for 0.04% of the portfolio, ranked #116.

Integrated Wealth Counsel first reported a position in IAU in Q3 2016 and has held it in 2 quarters since. The position peaked at $22K in Q3 2016. 462 funds tracked by Wall St. Rank hold IAU as of Q4 2016.

  • Integrated Wealth Counsel held 879 shares of iShares Gold Trust worth $19K as of Q4 2016.
  • Integrated Wealth Counsel left its iShares Gold Trust share count unchanged in Q4 2016.
  • iShares Gold Trust made up 0.04% of Integrated Wealth Counsel's portfolio in Q4 2016, its #116 holding.
  • Integrated Wealth Counsel first reported a position in iShares Gold Trust in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's iShares Gold Trust position peaked at $22K in Q3 2016.
  • 462 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.