LBA Wealth Management’s iShares Gold Trust IAU Stock Holding History

LBA Wealth 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
2017 Q1	$48K	Hold	2,000	–	–	0.03%	200
2016 Q4	$44K	Hold	2,000	–	–	0.02%	202
2016 Q3	$51K	Hold	2,000	–	–	0.03%	199
2016 Q2	$51K	Hold	2,000	–	–	0.03%	194
2016 Q1	$48K	Hold	2,000	–	–	0.03%	196
2015 Q4	$41K	Hold	2,000	–	–	0.02%	216
2015 Q3	$43K	Hold	2,000	–	–	0.03%	183
2015 Q2	$45K	Hold	2,000	–	–	0.03%	170
2015 Q1	$46K	Hold	2,000	–	–	0.03%	176
2014 Q4	$46K	Sell	2,000 -48	-2%	-$1.12K	0.03%	173
2014 Q3	$48K	Buy	2,048 +48	+2%	+$1.19K	0.03%	170
2014 Q2	$52K	Hold	2,000	–	–	0.04%	161
2014 Q1	$50K	Hold	2,000	–	–	0.04%	157
2013 Q4	$47K	Buy	+2,000	New	+$49.4K	0.04%	157

Other funds holding IAU

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LBA Wealth Management's IAU Position: Q1 2017 in Review

LBA Wealth Management held its iShares Gold Trust (IAU) position steady in Q1 2017 at 2,000 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #200.

LBA Wealth Management first reported a position in IAU in Q4 2013 and has held it in 14 quarters since. The position peaked at $52K in Q2 2014. 460 funds tracked by Wall St. Rank hold IAU as of Q1 2017.

LBA Wealth Management held 2,000 shares of iShares Gold Trust worth $48K as of Q1 2017.
LBA Wealth Management left its iShares Gold Trust share count unchanged in Q1 2017.
iShares Gold Trust made up 0.03% of LBA Wealth Management's portfolio in Q1 2017, its #200 holding.
LBA Wealth Management first reported a position in iShares Gold Trust in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares Gold Trust position peaked at $52K in Q2 2014.
460 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.