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Mariner Wealth Advisors (Madison)’s iShares Gold Trust IAU Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$1.46M Hold
56,560
– – 0.59% 23
2013
Q2 		$1.36M Buy
+56,560
New +$1.56M 0.6% 22

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s IAU Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its iShares Gold Trust (IAU) position steady in Q3 2013 at 56,560 shares worth $1.46M. The position accounts for 0.59% of the portfolio, ranked #23.

Mariner Wealth Advisors (Madison) first reported a position in IAU in Q2 2013 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold IAU as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 56,560 shares of iShares Gold Trust worth $1.46M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its iShares Gold Trust share count unchanged in Q3 2013.
  • iShares Gold Trust made up 0.59% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #23 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares Gold Trust in Q2 2013 and has held it in 2 quarters since.
  • 345 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.