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National Planning Corporation’s iShares Gold Trust IAU Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-35,789
Closed -$881K – 287
2017
Q3 		$881K Sell
35,789
-8,598
-19% -$211K 0.07% 254
2017
Q2 		$1.04M Sell
44,387
-983
-2% -$23.8K 0.08% 249
2017
Q1 		$1.1M Buy
45,370
+25,524
+129% +$600K 0.08% 226
2016
Q4 		$464K Sell
19,846
-184
-0.9% -$4.32K 0.04% 393
2016
Q3 		$494K Sell
20,030
-4,906
-20% -$126K 0.04% 364
2016
Q2 		$656K Sell
24,936
-11,607
-32% -$282K 0.05% 321
2016
Q1 		$909K Buy
36,543
+10,243
+39% +$234K 0.08% 242
2015
Q4 		$596K Buy
26,300
+2,390
+10% +$51K 0.05% 353
2015
Q3 		$511K Buy
23,910
+1,517
+7% +$33K 0.05% 345
2015
Q2 		$480K Sell
22,393
-855
-4% -$19.7K 0.04% 366
2015
Q1 		$536K Sell
23,248
-15,592
-40% -$368K 0.05% 335
2014
Q4 		$911K Sell
38,840
-614
-2% -$14.3K 0.06% 264
2014
Q3 		$910K Buy
39,454
+5,747
+17% +$143K 0.07% 263
2014
Q2 		$868K Buy
33,707
+1,398
+4% +$35K 0.07% 277
2014
Q1 		$808K Buy
32,309
+12,602
+64% +$316K 0.07% 271
2013
Q4 		$461K Buy
19,707
+1,629
+9% +$40.2K 0.04% 385
2013
Q3 		$456K Buy
18,078
+7,477
+71% +$193K 0.04% 373
2013
Q2 		$253K Buy
+10,601
New +$292K 0.03% 429

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

National Planning Corporation's IAU Position: Q4 2017 in Review

National Planning Corporation sold out of iShares Gold Trust (IAU) in Q4 2017, closing a stake of 35,789 shares — an estimated $881K sold.

National Planning Corporation first reported a position in IAU in Q2 2013 and held it in 18 quarters. The position peaked at $1.1M in Q1 2017. 537 funds tracked by Wall St. Rank hold IAU as of Q4 2017.

  • National Planning Corporation reported no remaining iShares Gold Trust position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 35,789 iShares Gold Trust shares in Q4 2017, an estimated $881K.
  • National Planning Corporation first reported a position in iShares Gold Trust in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares Gold Trust position peaked at $1.1M in Q1 2017.
  • 537 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.