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Rice Hall James & Associates’s iShares Gold Trust IAU Stock Holding History

Rice Hall James & Associates’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
Q1 		– Sell
-10,485
Closed -$232K – 307
2016
Q4 		$232K Sell
10,485
-5,600
-35% -$131K 0.01% 287
2016
Q3 		$408K Sell
16,085
-450
-3% -$11.6K 0.02% 265
2016
Q2 		$422K Hold
16,535
– – 0.02% 266
2016
Q1 		$393K Hold
16,535
– – 0.02% 263
2015
Q4 		$338K Hold
16,535
– – 0.02% 273
2015
Q3 		$356K Hold
16,535
– – 0.02% 277
2015
Q2 		$375K Hold
16,535
– – 0.02% 279
2015
Q1 		$379K Hold
16,535
– – 0.02% 288
2014
Q4 		$378K Sell
16,535
-2,200
-12% -$51.1K 0.02% 282
2014
Q3 		$438K Hold
18,735
– – 0.03% 267
2014
Q2 		$483K Buy
18,735
+200
+1% +$5K 0.03% 269
2014
Q1 		$461K Hold
18,535
– – 0.03% 268
2013
Q4 		$433K Hold
18,535
– – 0.03% 266
2013
Q3 		$478K Hold
18,535
– – 0.05% 230
2013
Q2 		$444K Buy
+18,535
New +$510K 0.04% 229

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
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
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Rice Hall James & Associates's IAU Position: Q1 2017 in Review

Rice Hall James & Associates sold out of iShares Gold Trust (IAU) in Q1 2017, closing a stake of 10,485 shares — an estimated $232K sold.

Rice Hall James & Associates first reported a position in IAU in Q2 2013 and held it in 15 quarters. The position peaked at $483K in Q2 2014. 460 funds tracked by Wall St. Rank hold IAU as of Q1 2017.

  • Rice Hall James & Associates reported no remaining iShares Gold Trust position as of Q1 2017 after selling out during the quarter.
  • Rice Hall James & Associates sold 10,485 iShares Gold Trust shares in Q1 2017, an estimated $232K.
  • Rice Hall James & Associates first reported a position in iShares Gold Trust in Q2 2013 and held it in 15 quarters.
  • Rice Hall James & Associates's iShares Gold Trust position peaked at $483K in Q2 2014.
  • 460 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2017.

Based on Rice Hall James & Associates's 13F filing for Q1 2017, filed 19 Apr 2017.