Camarda Financial Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-44,996
| Closed | -$1.52M | – | 90 |
|
|
2021
Q2 | $1.52M | Sell |
44,996
-15,022
| -25% | -$506K | 0.94% | 26 |
|
|
2021
Q1 | $1.95M | Sell |
60,018
-1,845
| -3% | -$60K | 1.4% | 17 |
|
|
2020
Q4 | $2.24M | Buy |
61,863
+3,313
| +6% | +$120K | 1.89% | 16 |
|
|
2020
Q3 | $2.11M | Buy |
58,550
+4,210
| +8% | +$152K | 2.56% | 11 |
|
|
2020
Q2 | $1.85M | Buy |
+54,340
| New | +$1.85M | 2.58% | 11 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$5K | – | 245 |
|
|
2019
Q2 | $5K | Sell |
200
-200
| -50% | -$5K | 0.01% | 200 |
|
|
2019
Q1 | $10K | Hold |
400
| – | – | 0.02% | 183 |
|
|
2018
Q4 | $10K | Hold |
400
| – | – | 0.01% | 135 |
|
|
2018
Q3 | $9K | Hold |
400
| – | – | 0.01% | 180 |
|
|
2018
Q2 | $10K | Hold |
400
| – | – | 0.01% | 165 |
|
|
2018
Q1 | $10K | Buy |
+400
| New | +$10K | 0.01% | 149 |
|
|
2015
Q1 | – | Sell |
-174
| Closed | -$4K | – | 263 |
|
|
2014
Q4 | $4K | Buy |
+174
| New | +$4K | ﹤0.01% | 231 |
|