Braver Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-182,506
| Closed | -$4.63M | – | 151 |
|
|
2016
Q3 | $4.63M | Buy |
182,506
+174,563
| +2,198% | +$4.43M | 0.78% | 37 |
|
|
2016
Q2 | $203K | Buy |
+7,943
| New | +$203K | 0.03% | 135 |
|
|
2015
Q4 | – | Sell |
-13,686
| Closed | -$295K | – | 84 |
|
|
2015
Q3 | $295K | Sell |
13,686
-376
| -3% | -$8.11K | 0.07% | 66 |
|
|
2015
Q2 | $319K | Buy |
14,062
+1,770
| +14% | +$40.1K | 0.08% | 73 |
|
|
2015
Q1 | $281K | Buy |
12,292
+196
| +2% | +$4.49K | 0.06% | 77 |
|
|
2014
Q4 | $277K | Hold |
12,096
| – | – | 0.06% | 76 |
|
|
2014
Q3 | $283K | Sell |
12,096
-894
| -7% | -$20.9K | 0.09% | 68 |
|
|
2014
Q2 | $335K | Buy |
12,990
+335
| +3% | +$8.64K | 0.09% | 77 |
|
|
2014
Q1 | $315K | Hold |
12,655
| – | – | 0.09% | 69 |
|
|
2013
Q4 | $296K | Buy |
+12,655
| New | +$296K | 0.1% | 68 |
|