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Wilmington Trust’s iShares Gold Trust IAU Stock Holding History

Wilmington Trust’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 		$1.42M Buy
55,208
+4,133
+8% +$103K 0.02% 321
2014
Q1 		$1.27M Buy
51,075
+1,840
+4% +$46.2K 0.02% 317
2013
Q4 		$1.15M Sell
49,235
-7,162
-13% -$177K 0.02% 338
2013
Q3 		$1.45M Buy
56,397
+12,029
+27% +$311K 0.03% 279
2013
Q2 		$1.06M Buy
+44,368
New +$1.22M 0.02% 311

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

Wilmington Trust's IAU Position: Q2 2014 in Review

Wilmington Trust increased its iShares Gold Trust (IAU) stake by 8.1% in Q2 2014, buying an estimated $103K and bringing the position to 55,208 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #321.

Wilmington Trust first reported a position in IAU in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.45M in Q3 2013. 373 funds tracked by Wall St. Rank hold IAU as of Q2 2014.

  • Wilmington Trust held 55,208 shares of iShares Gold Trust worth $1.42M as of Q2 2014.
  • Wilmington Trust bought 4,133 iShares Gold Trust shares in Q2 2014, an estimated $103K.
  • iShares Gold Trust made up 0.02% of Wilmington Trust's portfolio in Q2 2014, its #321 holding.
  • Wilmington Trust first reported a position in iShares Gold Trust in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust's iShares Gold Trust position peaked at $1.45M in Q3 2013.
  • 373 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.