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Parasol Investment Management’s iShares Gold Trust IAU Stock Holding History

Parasol Investment Management’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
2014
Q3 		– Sell
-4,510
Closed -$116K – 291
2014
Q2 		$116K Buy
+4,510
New +$113K 0.08% 67

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parasol Investment Management's IAU Position: Q3 2014 in Review

Parasol Investment Management sold out of iShares Gold Trust (IAU) in Q3 2014, closing a stake of 4,510 shares — an estimated $116K sold.

Parasol Investment Management first reported a position in IAU in Q2 2014 and held it in 1 quarter. The position peaked at $116K in Q2 2014. 360 funds tracked by Wall St. Rank hold IAU as of Q3 2014.

  • Parasol Investment Management reported no remaining iShares Gold Trust position as of Q3 2014 after selling out during the quarter.
  • Parasol Investment Management sold 4,510 iShares Gold Trust shares in Q3 2014, an estimated $116K.
  • Parasol Investment Management first reported a position in iShares Gold Trust in Q2 2014 and held it in 1 quarter.
  • Parasol Investment Management's iShares Gold Trust position peaked at $116K in Q2 2014.
  • 360 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2014.

Based on Parasol Investment Management's 13F filing for Q3 2014, filed 3 Nov 2014.