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NEXT Financial Holdings’s iShares Gold Trust IAU Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$20K Buy
+812
New +$20.3K 0.01% 960

Other funds holding IAU

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

NEXT Financial Holdings's IAU Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Gold Trust (IAU) in Q1 2019: 812 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #960 among its holdings.

612 funds tracked by Wall St. Rank hold IAU as of Q1 2019.

  • NEXT Financial Holdings held 812 shares of iShares Gold Trust worth $20K as of Q1 2019.
  • iShares Gold Trust was a new NEXT Financial Holdings position in Q1 2019.
  • iShares Gold Trust made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #960 holding.
  • 612 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.