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Investment Centers of America’s iShares Gold Trust IAU Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-11,084
Closed -$275K – 203
2017
Q3 		$275K Sell
11,084
-1,113
-9% -$27.4K 0.02% 455
2017
Q2 		$293K Sell
12,197
-249
-2% -$6.03K 0.02% 454
2017
Q1 		$299K Buy
12,446
+3,201
+35% +$75.2K 0.02% 470
2016
Q4 		$206K Buy
9,245
+2,336
+34% +$54.8K 0.02% 547
2016
Q3 		$176K Sell
6,909
-666
-9% -$17.1K 0.02% 498
2016
Q2 		$194K Sell
7,575
-3,249
-30% -$78.9K 0.02% 457
2016
Q1 		$258K Buy
10,824
+4,340
+67% +$99.3K 0.03% 396
2015
Q4 		$133K Sell
6,484
-125
-2% -$2.67K 0.02% 444
2015
Q3 		$143K Sell
6,609
-127
-2% -$2.76K 0.02% 420
2015
Q2 		$152K Sell
6,736
-163
-2% -$3.76K 0.02% 417
2015
Q1 		$156K Sell
6,899
-147
-2% -$3.46K 0.02% 435
2014
Q4 		$160K Sell
7,046
-4,265
-38% -$99.2K 0.03% 370
2014
Q3 		$266K Buy
11,311
+1,760
+18% +$43.7K 0.05% 325
2014
Q2 		$245K Sell
9,551
-11,164
-54% -$279K 0.06% 278
2014
Q1 		$541K Buy
20,715
+13,757
+198% +$345K 0.11% 189
2013
Q4 		$183K Sell
6,958
-13,757
-66% -$340K 0.09% 230
2013
Q3 		$541K Buy
20,715
+14,387
+227% +$371K 0.11% 191
2013
Q2 		$154K Buy
+6,328
New +$174K 0.04% 276

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Investment Centers of America's IAU Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Gold Trust (IAU) in Q4 2017, closing a stake of 11,084 shares — an estimated $275K sold.

Investment Centers of America first reported a position in IAU in Q2 2013 and held it in 18 quarters. The position peaked at $541K in Q1 2014. 538 funds tracked by Wall St. Rank hold IAU as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Gold Trust position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 11,084 iShares Gold Trust shares in Q4 2017, an estimated $275K.
  • Investment Centers of America first reported a position in iShares Gold Trust in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's iShares Gold Trust position peaked at $541K in Q1 2014.
  • 538 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.