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Liberty Capital Management’s iShares Gold Trust IAU Stock Holding History

Liberty 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
2018
Q1 		– Sell
-323
Closed -$8K – 156
2017
Q4 		$8K Hold
323
– – ﹤0.01% 245
2017
Q3 		$8K Hold
323
– – ﹤0.01% 255
2017
Q2 		$8K Sell
323
-245
-43% -$5.93K ﹤0.01% 241
2017
Q1 		$14K Hold
568
– – 0.01% 210
2016
Q4 		$13K Hold
568
– – 0.01% 206
2016
Q3 		$14K Buy
+568
New +$14.6K 0.01% 204

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Liberty Capital Management's IAU Position: Q1 2018 in Review

Liberty Capital Management sold out of iShares Gold Trust (IAU) in Q1 2018, closing a stake of 323 shares — an estimated $8K sold.

Liberty Capital Management first reported a position in IAU in Q3 2016 and held it in 6 quarters. The position peaked at $14K in Q1 2017. 552 funds tracked by Wall St. Rank hold IAU as of Q1 2018.

  • Liberty Capital Management reported no remaining iShares Gold Trust position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 323 iShares Gold Trust shares in Q1 2018, an estimated $8K.
  • Liberty Capital Management first reported a position in iShares Gold Trust in Q3 2016 and held it in 6 quarters.
  • Liberty Capital Management's iShares Gold Trust position peaked at $14K in Q1 2017.
  • 552 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.