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Nicholas Hoffman & Company’s iShares Gold Trust IAU Stock Holding History

Nicholas Hoffman & Company’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
Q2 		– Sell
-5,047
Closed -$121K – 154
2017
Q1 		$121K Sell
5,047
-1,476
-23% -$34.7K 0.06% 148
2016
Q4 		$146K Sell
6,523
-4,915
-43% -$115K 0.07% 146
2016
Q3 		$290K Hold
11,438
– – 0.16% 113
2016
Q2 		$292K Buy
+11,438
New +$278K 0.17% 107

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nicholas Hoffman & Company's IAU Position: Q2 2017 in Review

Nicholas Hoffman & Company sold out of iShares Gold Trust (IAU) in Q2 2017, closing a stake of 5,047 shares — an estimated $121K sold.

Nicholas Hoffman & Company first reported a position in IAU in Q2 2016 and held it in 4 quarters. The position peaked at $292K in Q2 2016. 460 funds tracked by Wall St. Rank hold IAU as of Q2 2017.

  • Nicholas Hoffman & Company reported no remaining iShares Gold Trust position as of Q2 2017 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 5,047 iShares Gold Trust shares in Q2 2017, an estimated $121K.
  • Nicholas Hoffman & Company first reported a position in iShares Gold Trust in Q2 2016 and held it in 4 quarters.
  • Nicholas Hoffman & Company's iShares Gold Trust position peaked at $292K in Q2 2016.
  • 460 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2017.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2017, filed 14 Aug 2017.