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

Mariner Wealth Advisors (NYC)’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
2015 Q1	$627K	Buy	+27,395	New	+$646K	0.3%	26

Other funds holding IAU

WIM

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

RBC

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s IAU Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in iShares Gold Trust (IAU) in Q1 2015: 27,395 shares worth $627K. The stake represents 0.3% of the portfolio and ranks #26 among its holdings.

378 funds tracked by Wall St. Rank hold IAU as of Q1 2015.

Mariner Wealth Advisors (NYC) held 27,395 shares of iShares Gold Trust worth $627K as of Q1 2015.
iShares Gold Trust was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Gold Trust made up 0.3% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #26 holding.
378 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.