American Financial Network Advisory Services’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
Q3 | – | Sell |
-12,969
| Closed | -$350K | – | 104 |
|
2019
Q2 | $350K | Sell |
12,969
-523
| -4% | -$14.1K | 0.28% | 100 |
|
2019
Q1 | $338K | Sell |
13,492
-1,815
| -12% | -$45.5K | 0.25% | 101 |
|
2018
Q4 | $376K | Sell |
15,307
-4,252
| -22% | -$104K | 0.27% | 105 |
|
2018
Q3 | $447K | Buy |
19,559
+19,537
| +88,805% | +$446K | 0.24% | 109 |
|
2018
Q2 | $478 | Sell |
22
-1
| -4% | -$22 | 0.26% | 109 |
|
2018
Q1 | $471 | Sell |
23
-105,615
| -100% | -$2.16M | 0.25% | 107 |
|
2017
Q4 | $2.64M | Buy |
105,638
+8,019
| +8% | +$201K | 1.11% | 16 |
|
2017
Q3 | $2.4M | Buy |
+97,619
| New | +$2.4M | 1.03% | 15 |
|