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US Financial Advisors’s iShares Gold Trust IAU Stock Holding History

US Financial 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
2016
Q2 		– Sell
-894
Closed -$21K – 181
2016
Q1 		$21K Sell
894
-375
-30% -$8.58K 0.04% 157
2015
Q4 		$26K Buy
1,269
+1,103
+664% +$23.5K 0.02% 207
2015
Q3 		$4K Buy
+166
New +$3.61K 0.01% 325
2015
Q2 		– Sell
-193
Closed -$4K – 547
2015
Q1 		$4K Hold
193
– – ﹤0.01% 332
2014
Q4 		$4K Buy
+193
New +$4.49K ﹤0.01% 305

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Financial Advisors's IAU Position: Q2 2016 in Review

US Financial Advisors sold out of iShares Gold Trust (IAU) in Q2 2016, closing a stake of 894 shares — an estimated $21K sold.

US Financial Advisors first reported a position in IAU in Q4 2014 and held it in 5 quarters. The position peaked at $26K in Q4 2015. 419 funds tracked by Wall St. Rank hold IAU as of Q2 2016.

  • US Financial Advisors reported no remaining iShares Gold Trust position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 894 iShares Gold Trust shares in Q2 2016, an estimated $21K.
  • US Financial Advisors first reported a position in iShares Gold Trust in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's iShares Gold Trust position peaked at $26K in Q4 2015.
  • 419 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.