Atherton Lane Advisers’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $482K | Sell |
23,582
-4,830
| -17% | -$98.7K | 0.03% | 145 |
|
|
2015
Q3 | $613K | Hold |
28,412
| – | – | 0.04% | 136 |
|
|
2015
Q2 | $644K | Sell |
28,412
-455
| -2% | -$10.3K | 0.04% | 132 |
|
|
2015
Q1 | $661K | Buy |
28,867
+4,357
| +18% | +$99.8K | 0.04% | 151 |
|
|
2014
Q4 | $561K | Sell |
24,510
-1,393
| -5% | -$31.9K | 0.03% | 165 |
|
|
2014
Q3 | $606K | Buy |
25,903
+3,438
| +15% | +$80.4K | 0.03% | 164 |
|
|
2014
Q2 | $579K | Buy |
+22,465
| New | +$579K | 0.03% | 170 |
|
|
2013
Q3 | – | Sell |
-8,820
| Closed | -$212K | – | 142 |
|
|
2013
Q2 | $212K | Buy |
+8,820
| New | +$212K | 0.02% | 134 |
|