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BIA Model Portfolio Change – Core Wealth Allocation

The BIA Core Wealth Allocation Model Portfolio has removed the entire position of both the iShares Gold Trust (IAU)  net cost $11.02 and the PowerShares DB Gold Fund (DGL) net cost $58.09. These positions represented about 8.5% of the portfolio.

The portfolio has also added a to the position in the SPDR Gold Trust (GLD) at a net cost of $164.47.  The added position was about 8.5% of the portfolio and brings the total holdings of GLD to 12% of the BIA Core Wealth Allocation Portfolio.

These moves represent a consolidation of gold based ETF’s into one position and do not change the overall exposure to gold via ETFs in the portfolio.



DISCLAIMER: Nothing in this article should  be construed as a personal recommendation or investment advice.  Nor should anything in this article be construed as an offer, or a solicitation of an offer, to sell or buy any particular investment security.   Investors should conduct their own due diligence and seek the advice of a financial and/or investment  professional before making any investment decisions.


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