Aldebaran Financial’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,901
| Closed | -$481K | – | 91 |
|
|
2021
Q2 | $481K | Buy |
2,901
+1,410
| +95% | +$234K | 0.4% | 55 |
|
|
2021
Q1 | $477K | Buy |
1,491
+23
| +2% | +$7.36K | 0.42% | 52 |
|
|
2020
Q4 | $524K | Sell |
1,468
-128
| -8% | -$45.7K | 0.49% | 49 |
|
|
2020
Q3 | $565K | Buy |
1,596
+620
| +64% | +$219K | 0.59% | 45 |
|
|
2020
Q2 | $327K | Hold |
976
| – | – | 0.38% | 61 |
|
|
2020
Q1 | $289K | Sell |
976
-42
| -4% | -$12.4K | 0.28% | 73 |
|
|
2019
Q4 | $280K | Hold |
1,018
| – | – | 0.21% | 83 |
|
|
2019
Q3 | $273K | Sell |
1,018
-37
| -4% | -$9.92K | 0.18% | 83 |
|
|
2019
Q2 | $271K | Sell |
1,055
-100
| -9% | -$25.7K | 0.19% | 87 |
|
|
2019
Q1 | $273K | Buy |
1,155
+42
| +4% | +$9.93K | 0.19% | 90 |
|
|
2018
Q4 | $270K | Hold |
1,113
| – | – | 0.21% | 88 |
|
|
2018
Q3 | $251K | Sell |
1,113
-125
| -10% | -$28.2K | 0.16% | 90 |
|
|
2018
Q2 | $294K | Hold |
1,238
| – | – | 0.2% | 87 |
|
|
2018
Q1 | $311K | Sell |
1,238
-5
| -0.4% | -$1.26K | 0.21% | 85 |
|
|
2017
Q4 | $307K | Sell |
1,243
-248
| -17% | -$61.3K | 0.2% | 83 |
|
|
2017
Q3 | $362K | Buy |
1,491
+100
| +7% | +$24.3K | 0.25% | 79 |
|
|
2017
Q2 | $328K | Sell |
1,391
-124
| -8% | -$29.2K | 0.24% | 79 |
|
|
2017
Q1 | $360K | Sell |
1,515
-738
| -33% | -$175K | 0.27% | 76 |
|
|
2016
Q4 | $346K | Buy |
2,253
+112
| +5% | +$17.2K | 0.27% | 79 |
|
|
2016
Q3 | $368K | Sell |
2,141
-57
| -3% | -$9.8K | 0.29% | 77 |
|
|
2016
Q2 | $398K | Buy |
2,198
+750
| +52% | +$136K | 0.32% | 73 |
|
|
2016
Q1 | $341K | Buy |
1,448
+285
| +25% | +$67.1K | 0.3% | 75 |
|
|
2015
Q4 | $239K | Buy |
+1,163
| New | +$239K | 0.22% | 84 |
|
|
2015
Q3 | – | Sell |
-1,106
| Closed | -$248K | – | 104 |
|
|
2015
Q2 | $248K | Buy |
1,106
+61
| +6% | +$13.7K | 0.21% | 89 |
|
|
2015
Q1 | $238K | Sell |
1,045
-18
| -2% | -$4.1K | 0.2% | 95 |
|
|
2014
Q4 | $241K | Sell |
1,063
-307
| -22% | -$69.6K | 0.21% | 99 |
|
|
2014
Q3 | $318K | Sell |
1,370
-275
| -17% | -$63.8K | 0.28% | 89 |
|
|
2014
Q2 | $421K | Buy |
+1,645
| New | +$421K | 0.33% | 81 |
|