Stanford Investment Group’s iShares Gold Trust IAU Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-150	Closed	-$3K	–	128
2016 Q4	$3K	Hold	150	–	–	﹤0.01%	348
2016 Q3	$4K	Buy	+150	New	+$3.86K	﹤0.01%	373
2016 Q1	–	Sell	-100	Closed	-$2K	–	359
2015 Q4	$2K	Hold	100	–	–	﹤0.01%	318
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	323
2015 Q2	$2K	Hold	100	–	–	﹤0.01%	333
2015 Q1	$2K	Sell	100 -344	-77%	-$8.11K	﹤0.01%	334
2014 Q4	$10K	Buy	+444	New	+$10.3K	0.01%	285

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Stanford Investment Group's IAU Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Gold Trust (IAU) in Q1 2017, closing a stake of 150 shares — an estimated $3K sold.

Stanford Investment Group first reported a position in IAU in Q4 2014 and held it in 7 quarters. The position peaked at $10K in Q4 2014. 461 funds tracked by Wall St. Rank hold IAU as of Q1 2017.

Stanford Investment Group reported no remaining iShares Gold Trust position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 150 iShares Gold Trust shares in Q1 2017, an estimated $3K.
Stanford Investment Group first reported a position in iShares Gold Trust in Q4 2014 and held it in 7 quarters.
Stanford Investment Group's iShares Gold Trust position peaked at $10K in Q4 2014.
461 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.