Asset Planning Services (Pennsylvania)’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 | – | Sell |
-4,503
| Closed | -$127K | – | 154 |
|
|
2019
Q3 | $127K | Hold |
4,503
| – | – | 0.06% | 87 |
|
|
2019
Q2 | $122K | Hold |
4,503
| – | – | 0.05% | 85 |
|
|
2019
Q1 | $111K | Hold |
4,503
| – | – | 0.05% | 89 |
|
|
2018
Q4 | $111K | Hold |
4,503
| – | – | 0.06% | 85 |
|
|
2018
Q3 | $106K | Hold |
4,503
| – | – | 0.05% | 92 |
|
|
2018
Q2 | $108K | Hold |
4,503
| – | – | 0.05% | 90 |
|
|
2018
Q1 | $115K | Hold |
4,503
| – | – | 0.06% | 86 |
|
|
2017
Q4 | $113K | Hold |
4,503
| – | – | 0.06% | 94 |
|
|
2017
Q3 | $111K | Hold |
4,503
| – | – | 0.06% | 98 |
|
|
2017
Q2 | $108K | Hold |
4,503
| – | – | 0.07% | 99 |
|
|
2017
Q1 | $108K | Buy |
4,503
+2,155
| +92% | +$51.7K | 0.07% | 100 |
|
|
2016
Q4 | $52K | Hold |
2,348
| – | – | 0.04% | 130 |
|
|
2016
Q3 | $60K | Hold |
2,348
| – | – | 0.05% | 116 |
|
|
2016
Q2 | $60K | Sell |
2,348
-4,290
| -65% | -$110K | 0.05% | 129 |
|
|
2016
Q1 | $158K | Hold |
6,638
| – | – | 0.14% | 72 |
|
|
2015
Q4 | $136K | Buy |
6,638
+1,753
| +36% | +$35.9K | 0.13% | 65 |
|
|
2015
Q3 | $105K | Sell |
4,885
-598
| -11% | -$12.9K | 0.11% | 72 |
|
|
2015
Q2 | $124K | Buy |
+5,483
| New | +$124K | 0.12% | 68 |
|