Altavista Wealth Management’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
Q4 | $289K | Hold |
8,297
| – | – | 0.06% | 162 |
|
|
2021
Q3 | $277K | Buy |
+8,297
| New | +$277K | 0.06% | 159 |
|
|
2021
Q1 | – | Sell |
-5,925
| Closed | -$215K | – | 177 |
|
|
2020
Q4 | $215K | Hold |
5,925
| – | – | 0.05% | 165 |
|
|
2020
Q3 | $213K | Hold |
5,925
| – | – | 0.06% | 158 |
|
|
2020
Q2 | $201K | Sell |
5,925
-5,100
| -46% | -$173K | 0.06% | 168 |
|
|
2020
Q1 | $332K | Sell |
11,025
-1,000
| -8% | -$30.1K | 0.11% | 119 |
|
|
2019
Q4 | $349K | Hold |
12,025
| – | – | 0.1% | 129 |
|
|
2019
Q3 | $339K | Sell |
12,025
-1,000
| -8% | -$28.2K | 0.11% | 128 |
|
|
2019
Q2 | $352K | Sell |
13,025
-1,400
| -10% | -$37.8K | 0.11% | 115 |
|
|
2019
Q1 | $357K | Buy |
14,425
+1,550
| +12% | +$38.4K | 0.13% | 113 |
|
|
2018
Q4 | $316K | Sell |
12,875
-650
| -5% | -$16K | 0.13% | 115 |
|
|
2018
Q3 | $309K | Hold |
13,525
| – | – | 0.12% | 123 |
|
|
2018
Q2 | $325K | Buy |
+13,525
| New | +$325K | 0.13% | 117 |
|