Aviance Capital 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $664K | Sell |
26,811
-5,161
| -16% | -$128K | 0.1% | 120 |
|
2018
Q4 | $786K | Sell |
31,972
-25,300
| -44% | -$622K | 0.11% | 104 |
|
2018
Q3 | $1.31M | Sell |
57,272
-56,919
| -50% | -$1.3M | 0.13% | 91 |
|
2018
Q2 | $2.75M | Sell |
114,191
-9,929
| -8% | -$239K | 0.23% | 73 |
|
2018
Q1 | $3.16M | Buy |
124,120
+6,076
| +5% | +$155K | 0.24% | 70 |
|
2017
Q4 | $2.95M | Sell |
118,044
-22,328
| -16% | -$559K | 0.21% | 74 |
|
2017
Q3 | $3.46M | Sell |
140,372
-22,243
| -14% | -$548K | 0.24% | 71 |
|
2017
Q2 | $3.88M | Sell |
162,615
-72,248
| -31% | -$1.73M | 0.24% | 74 |
|
2017
Q1 | $5.64M | Sell |
234,863
-78,199
| -25% | -$1.88M | 0.31% | 64 |
|
2016
Q4 | $6.94M | Sell |
313,062
-69,460
| -18% | -$1.54M | 0.37% | 63 |
|
2016
Q3 | $9.71M | Buy |
382,522
+138,436
| +57% | +$3.51M | 0.27% | 84 |
|
2016
Q2 | $6.23M | Buy |
244,086
+125,429
| +106% | +$3.2M | 0.19% | 97 |
|
2016
Q1 | $2.82M | Buy |
118,657
+24,138
| +26% | +$573K | 0.09% | 124 |
|
2015
Q4 | $1.93M | Buy |
94,519
+33,989
| +56% | +$695K | 0.06% | 132 |
|
2015
Q3 | $1.31M | Buy |
+60,530
| New | +$1.31M | 0.05% | 139 |
|
2015
Q2 | – | Sell |
-14,773
| Closed | -$338K | – | 140 |
|
2015
Q1 | $338K | Buy |
+14,773
| New | +$338K | 0.01% | 218 |
|