JA
IAU icon

JOYN Advisors’s iShares Gold Trust IAU Stock Holding History

JOYN Advisors’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
2014
Q2 		– Sell
-1,650
Closed -$41K – 34
2014
Q1 		$41K Buy
+1,650
New +$41.4K 0.02% 29
2013
Q4 		– Sell
-1,650
Closed -$43K – 52
2013
Q3 		$43K Buy
+1,650
New +$42.6K 0.02% 31
2013
Q2 		– Hold
0
– – – 30

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JOYN Advisors's IAU Position: Q2 2014 in Review

JOYN Advisors sold out of iShares Gold Trust (IAU) in Q2 2014, closing a stake of 1,650 shares — an estimated $41K sold.

JOYN Advisors first reported a position in IAU in Q3 2013 and held it in 2 quarters. The position peaked at $43K in Q3 2013. 372 funds tracked by Wall St. Rank hold IAU as of Q2 2014.

  • JOYN Advisors reported no remaining iShares Gold Trust position as of Q2 2014 after selling out during the quarter.
  • JOYN Advisors sold 1,650 iShares Gold Trust shares in Q2 2014, an estimated $41K.
  • JOYN Advisors first reported a position in iShares Gold Trust in Q3 2013 and held it in 2 quarters.
  • JOYN Advisors's iShares Gold Trust position peaked at $43K in Q3 2013.
  • 372 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2014.

Based on JOYN Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.