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Strategic Capital Group’s iShares Gold Trust IAU Stock Holding History

Strategic Capital 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
2014
Q2 		$149K Buy
+5,789
New +$145K 0.05% 150

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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Strategic Capital Group's IAU Position: Q2 2014 in Review

Strategic Capital Group opened a new position in iShares Gold Trust (IAU) in Q2 2014: 5,789 shares worth $149K. The stake represents 0.05% of the portfolio and ranks #150 among its holdings.

372 funds tracked by Wall St. Rank hold IAU as of Q2 2014.

  • Strategic Capital Group held 5,789 shares of iShares Gold Trust worth $149K as of Q2 2014.
  • iShares Gold Trust was a new Strategic Capital Group position in Q2 2014.
  • iShares Gold Trust made up 0.05% of Strategic Capital Group's portfolio in Q2 2014, its #150 holding.
  • 372 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.