Beacon Capital Management Inc (Ohio)’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 |
-215
| Closed | -$6K | – | 98 |
|
|
2019
Q2 | $6K | Buy |
+215
| New | +$6K | ﹤0.01% | 58 |
|
|
2016
Q3 | – | Sell |
-309
| Closed | -$8K | – | 131 |
|
|
2016
Q2 | $8K | Sell |
309
-191
| -38% | -$4.95K | ﹤0.01% | 92 |
|
|
2016
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 99 |
|
|
2015
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 125 |
|
|
2015
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 123 |
|
|
2015
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 131 |
|
|
2015
Q1 | $11K | Hold |
500
| – | – | ﹤0.01% | 140 |
|
|
2014
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 133 |
|
|
2014
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 136 |
|
|
2014
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 140 |
|
|
2014
Q1 | $12K | Sell |
500
-750
| -60% | -$18K | ﹤0.01% | 138 |
|
|
2013
Q4 | $29K | Buy |
+1,250
| New | +$29K | 0.01% | 102 |
|