LWMT
IAU icon

Legacy Wealth Management (Tennessee)’s iShares Gold Trust IAU Stock Holding History

Legacy Wealth Management (Tennessee)’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 		– Sell
-300
Closed -$6.65K – 34
2016
Q4 		$6.65K Buy
+300
New +$7.04K ﹤0.01% 52

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Legacy Wealth Management (Tennessee)'s IAU Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of iShares Gold Trust (IAU) in Q1 2017, closing a stake of 300 shares — an estimated $6.65K sold.

Legacy Wealth Management (Tennessee) first reported a position in IAU in Q4 2016 and held it in 1 quarter. The position peaked at $6.65K in Q4 2016. 461 funds tracked by Wall St. Rank hold IAU as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining iShares Gold Trust position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 300 iShares Gold Trust shares in Q1 2017, an estimated $6.65K.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Gold Trust in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s iShares Gold Trust position peaked at $6.65K in Q4 2016.
  • 461 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.