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Winchester Group’s iShares Gold Trust IAU Stock Holding History

Winchester 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
2013
Q3 		$2.14M Buy
+83,155
New +$2.15M 0.47% 61

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winchester Group's IAU Position: Q3 2013 in Review

Winchester Group opened a new position in iShares Gold Trust (IAU) in Q3 2013: 83,155 shares worth $2.14M. The stake represents 0.47% of the portfolio and ranks #61 among its holdings.

345 funds tracked by Wall St. Rank hold IAU as of Q3 2013.

  • Winchester Group held 83,155 shares of iShares Gold Trust worth $2.14M as of Q3 2013.
  • iShares Gold Trust was a new Winchester Group position in Q3 2013.
  • iShares Gold Trust made up 0.47% of Winchester Group's portfolio in Q3 2013, its #61 holding.
  • 345 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.