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Sensible Financial Planning & Management’s iShares Gold Trust IAU Stock Holding History

Sensible Financial Planning & 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
2016
Q3 		– Sell
-242
Closed -$6K – 80
2016
Q2 		$6K Buy
+242
New +$5.88K ﹤0.01% 74

Other funds holding IAU

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sensible Financial Planning & Management's IAU Position: Q3 2016 in Review

Sensible Financial Planning & Management sold out of iShares Gold Trust (IAU) in Q3 2016, closing a stake of 242 shares — an estimated $6K sold.

Sensible Financial Planning & Management first reported a position in IAU in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 436 funds tracked by Wall St. Rank hold IAU as of Q3 2016.

  • Sensible Financial Planning & Management reported no remaining iShares Gold Trust position as of Q3 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 242 iShares Gold Trust shares in Q3 2016, an estimated $6K.
  • Sensible Financial Planning & Management first reported a position in iShares Gold Trust in Q2 2016 and held it in 1 quarter.
  • Sensible Financial Planning & Management's iShares Gold Trust position peaked at $6K in Q2 2016.
  • 436 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2016, filed 14 Nov 2016.