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SevenBridge Financial Group’s iShares Gold Trust IAU Stock Holding History

SevenBridge Financial Group’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
-1,592
Closed -$41K – 653
2016
Q2 		$41K Sell
1,592
-32,932
-95% -$800K 0.03% 310
2016
Q1 		$5.81M Buy
+34,524
New +$790K 0.51% 26

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

SevenBridge Financial Group's IAU Position: Q3 2016 in Review

SevenBridge Financial Group sold out of iShares Gold Trust (IAU) in Q3 2016, closing a stake of 1,592 shares — an estimated $41K sold.

SevenBridge Financial Group first reported a position in IAU in Q1 2016 and held it in 2 quarters. The position peaked at $5.81M in Q1 2016. 436 funds tracked by Wall St. Rank hold IAU as of Q3 2016.

  • SevenBridge Financial Group reported no remaining iShares Gold Trust position as of Q3 2016 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,592 iShares Gold Trust shares in Q3 2016, an estimated $41K.
  • SevenBridge Financial Group first reported a position in iShares Gold Trust in Q1 2016 and held it in 2 quarters.
  • SevenBridge Financial Group's iShares Gold Trust position peaked at $5.81M in Q1 2016.
  • 436 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2016.

Based on SevenBridge Financial Group's 13F filing for Q3 2016, filed 28 Nov 2016.