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Missouri Valley Partners’s iShares Gold Trust IAU Stock Holding History

Missouri Valley Partners’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 		$3.25M Hold
125,923
– – 1.23% 16
2013
Q2 		$3.02M Buy
+125,923
New +$3.47M 1.16% 25

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Missouri Valley Partners's IAU Position: Q3 2013 in Review

Missouri Valley Partners held its iShares Gold Trust (IAU) position steady in Q3 2013 at 125,923 shares worth $3.25M. The position accounts for 1.23% of the portfolio, ranked #16.

Missouri Valley Partners first reported a position in IAU in Q2 2013 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold IAU as of Q3 2013.

  • Missouri Valley Partners held 125,923 shares of iShares Gold Trust worth $3.25M as of Q3 2013.
  • Missouri Valley Partners left its iShares Gold Trust share count unchanged in Q3 2013.
  • iShares Gold Trust made up 1.23% of Missouri Valley Partners's portfolio in Q3 2013, its #16 holding.
  • Missouri Valley Partners first reported a position in iShares Gold Trust in Q2 2013 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.