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LVZ Inc’s iShares Gold Trust IAU Stock Holding History

LVZ Inc’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
2016
Q4 		– Sell
-13,368
Closed -$339K – 65
2016
Q3 		$339K Buy
+13,368
New +$344K 0.14% 35

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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

LVZ Inc's IAU Position: Q4 2016 in Review

LVZ Inc sold out of iShares Gold Trust (IAU) in Q4 2016, closing a stake of 13,368 shares — an estimated $339K sold.

LVZ Inc first reported a position in IAU in Q3 2016 and held it in 1 quarter. The position peaked at $339K in Q3 2016. 463 funds tracked by Wall St. Rank hold IAU as of Q4 2016.

  • LVZ Inc reported no remaining iShares Gold Trust position as of Q4 2016 after selling out during the quarter.
  • LVZ Inc sold 13,368 iShares Gold Trust shares in Q4 2016, an estimated $339K.
  • LVZ Inc first reported a position in iShares Gold Trust in Q3 2016 and held it in 1 quarter.
  • LVZ Inc's iShares Gold Trust position peaked at $339K in Q3 2016.
  • 463 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2016.

Based on LVZ Inc's 13F filing for Q4 2016, filed 27 Jan 2017.