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Robert N. Shapiro’s iShares Gold Trust IAU Stock Holding History

Robert N. Shapiro’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
Q4 		$3K Hold
150
– – ﹤0.01% 799
2014
Q3 		$4K Hold
150
– – ﹤0.01% 769
2014
Q2 		$4K Hold
150
– – ﹤0.01% 698
2014
Q1 		$4K Hold
150
– – ﹤0.01% 693
2013
Q4 		$4K Sell
150
-800
-84% -$19.8K ﹤0.01% 696
2013
Q3 		$25K Buy
950
+800
+533% +$20.7K ﹤0.01% 750
2013
Q2 		$4K Buy
+150
New +$4.13K ﹤0.01% 847

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Robert N. Shapiro's IAU Position: Q4 2014 in Review

Robert N. Shapiro held its iShares Gold Trust (IAU) position steady in Q4 2014 at 150 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Robert N. Shapiro first reported a position in IAU in Q2 2013 and has held it in 7 quarters since. The position peaked at $25K in Q3 2013. 375 funds tracked by Wall St. Rank hold IAU as of Q4 2014.

  • Robert N. Shapiro held 150 shares of iShares Gold Trust worth $3K as of Q4 2014.
  • Robert N. Shapiro left its iShares Gold Trust share count unchanged in Q4 2014.
  • iShares Gold Trust made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #799 holding.
  • Robert N. Shapiro first reported a position in iShares Gold Trust in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's iShares Gold Trust position peaked at $25K in Q3 2013.
  • 375 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.