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Simply Money Advisors’s iShares Gold Trust IAU Stock Holding History

Simply Money Advisors’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
Q1 		– Sell
-2,100
Closed -$49K – 60
2013
Q4 		$49K Hold
2,100
– – 0.01% 23
2013
Q3 		$54K Sell
2,100
-444
-17% -$11.5K 0.01% 27
2013
Q2 		$61K Buy
+2,544
New +$70K 0.01% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 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

Simply Money Advisors's IAU Position: Q1 2014 in Review

Simply Money Advisors sold out of iShares Gold Trust (IAU) in Q1 2014, closing a stake of 2,100 shares — an estimated $49K sold.

Simply Money Advisors first reported a position in IAU in Q2 2013 and held it in 3 quarters. The position peaked at $61K in Q2 2013. 363 funds tracked by Wall St. Rank hold IAU as of Q1 2014.

  • Simply Money Advisors reported no remaining iShares Gold Trust position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 2,100 iShares Gold Trust shares in Q1 2014, an estimated $49K.
  • Simply Money Advisors first reported a position in iShares Gold Trust in Q2 2013 and held it in 3 quarters.
  • Simply Money Advisors's iShares Gold Trust position peaked at $61K in Q2 2013.
  • 363 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.