Telemus Capital’s iShares Gold Trust IAU Stock Holding History

Telemus Capital’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
2018 Q1	–	Sell	-163	Closed	-$4K	–	473
2017 Q4	$4K	Buy	+163	New	+$4K	﹤0.01%	561

Other funds holding IAU

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IVA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Telemus Capital's IAU Position: Q1 2018 in Review

Telemus Capital sold out of iShares Gold Trust (IAU) in Q1 2018, closing a stake of 163 shares — an estimated $4K sold.

Telemus Capital first reported a position in IAU in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 552 funds tracked by Wall St. Rank hold IAU as of Q1 2018.

Telemus Capital reported no remaining iShares Gold Trust position as of Q1 2018 after selling out during the quarter.
Telemus Capital sold 163 iShares Gold Trust shares in Q1 2018, an estimated $4K.
Telemus Capital first reported a position in iShares Gold Trust in Q4 2017 and held it in 1 quarter.
Telemus Capital's iShares Gold Trust position peaked at $4K in Q4 2017.
552 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.