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Willingdon Wealth Management’s iShares Gold Trust IAU Stock Holding History

Willingdon Wealth Management’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
-1,700
Closed -$43K – 357
2017
Q4 		$43K Hold
1,700
– – 0.01% 161
2017
Q3 		$42K Buy
+1,700
New +$41.8K 0.02% 160

Other funds holding IAU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
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
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Willingdon Wealth Management's IAU Position: Q1 2018 in Review

Willingdon Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2018, closing a stake of 1,700 shares — an estimated $43K sold.

Willingdon Wealth Management first reported a position in IAU in Q3 2017 and held it in 2 quarters. The position peaked at $43K in Q4 2017. 552 funds tracked by Wall St. Rank hold IAU as of Q1 2018.

  • Willingdon Wealth Management reported no remaining iShares Gold Trust position as of Q1 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 1,700 iShares Gold Trust shares in Q1 2018, an estimated $43K.
  • Willingdon Wealth Management first reported a position in iShares Gold Trust in Q3 2017 and held it in 2 quarters.
  • Willingdon Wealth Management's iShares Gold Trust position peaked at $43K in Q4 2017.
  • 552 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2018.

Based on Willingdon Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.