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J.P. Turner & Co Capital Management’s iShares Gold Trust IAU Stock Holding History

J.P. Turner & Co Capital Management’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
2015
Q1 		– Sell
-6,610
Closed -$149K – 213
2014
Q4 		$149K Buy
+6,610
New +$154K 0.14% 174

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

J.P. Turner & Co Capital Management's IAU Position: Q1 2015 in Review

J.P. Turner & Co Capital Management sold out of iShares Gold Trust (IAU) in Q1 2015, closing a stake of 6,610 shares — an estimated $149K sold.

J.P. Turner & Co Capital Management first reported a position in IAU in Q4 2014 and held it in 1 quarter. The position peaked at $149K in Q4 2014. 378 funds tracked by Wall St. Rank hold IAU as of Q1 2015.

  • J.P. Turner & Co Capital Management reported no remaining iShares Gold Trust position as of Q1 2015 after selling out during the quarter.
  • J.P. Turner & Co Capital Management sold 6,610 iShares Gold Trust shares in Q1 2015, an estimated $149K.
  • J.P. Turner & Co Capital Management first reported a position in iShares Gold Trust in Q4 2014 and held it in 1 quarter.
  • J.P. Turner & Co Capital Management's iShares Gold Trust position peaked at $149K in Q4 2014.
  • 378 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q1 2015, filed 14 May 2015.