SNC
IAU icon

Stifel Nicolaus & Co’s iShares Gold Trust IAU Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$8.86M Sell
343,798
-18,244
-5% -$471K 0.15% 156
2013
Q2 		$8.68M Buy
+362,042
New +$9.97M 0.16% 148

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Stifel Nicolaus & Co's IAU Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its iShares Gold Trust (IAU) stake by 5% in Q3 2013, selling an estimated $471K and leaving 343,798 shares worth $8.86M. The position accounts for 0.15% of the portfolio, ranked #156.

Stifel Nicolaus & Co first reported a position in IAU in Q2 2013 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold IAU as of Q3 2013.

  • Stifel Nicolaus & Co held 343,798 shares of iShares Gold Trust worth $8.86M as of Q3 2013.
  • Stifel Nicolaus & Co sold 18,244 iShares Gold Trust shares in Q3 2013, an estimated $471K.
  • iShares Gold Trust made up 0.15% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #156 holding.
  • Stifel Nicolaus & Co first reported a position in iShares Gold Trust in Q2 2013 and has held it in 2 quarters since.
  • 345 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.