Advisor Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.49M | Buy |
189,203
+4,982
| +3% | +$144K | 0.04% | 390 |
|
|
2019
Q3 | $5.2M | Buy |
184,221
+41,862
| +29% | +$1.18M | 0.04% | 399 |
|
|
2019
Q2 | $3.84M | Buy |
142,359
+4,946
| +4% | +$134K | 0.03% | 492 |
|
|
2019
Q1 | $3.4M | Buy |
137,413
+7,495
| +6% | +$186K | 0.03% | 499 |
|
|
2018
Q4 | $3.19M | Sell |
129,918
-12,554
| -9% | -$309K | 0.03% | 452 |
|
|
2018
Q3 | $3.26M | Buy |
142,472
+16,484
| +13% | +$377K | 0.03% | 465 |
|
|
2018
Q2 | $3.03M | Buy |
125,988
+22,619
| +22% | +$544K | 0.04% | 391 |
|
|
2018
Q1 | $2.63M | Sell |
103,369
-37,321
| -27% | -$950K | 0.04% | 458 |
|
|
2017
Q4 | $3.52M | Sell |
140,690
-49,157
| -26% | -$1.23M | 0.05% | 355 |
|
|
2017
Q3 | $4.67M | Buy |
189,847
+44,473
| +31% | +$1.09M | 0.07% | 239 |
|
|
2017
Q2 | $3.47M | Sell |
145,374
-4,135
| -3% | -$98.8K | 0.06% | 309 |
|
|
2017
Q1 | $3.59M | Sell |
149,509
-13,807
| -8% | -$332K | 0.07% | 283 |
|
|
2016
Q4 | $3.62M | Sell |
163,316
-170,877
| -51% | -$3.79M | 0.08% | 252 |
|
|
2016
Q3 | $8.48M | Buy |
334,193
+83,886
| +34% | +$2.13M | 0.2% | 110 |
|
|
2016
Q2 | $6.39M | Buy |
+250,307
| New | +$6.39M | 0.17% | 138 |
|