Carroll Financial Associates’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $222K | Buy |
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|
2021
Q2 | $211K | Sell |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q4 | $227K | Hold |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $640K | Buy |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $997K | Buy |
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|
2019
Q3 | $470K | Sell |
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|
2019
Q2 | $488K | Buy |
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|
2019
Q1 | $221K | Buy |
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|
2018
Q4 | $218K | Hold |
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|
2018
Q3 | $202K | Hold |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $225K | Hold |
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|
2017
Q4 | $221K | Hold |
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|
2017
Q3 | $215K | Hold |
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|
2017
Q2 | $211K | Hold |
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|
2017
Q1 | $212K | Buy |
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|
2016
Q4 | $0 | Hold |
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|
2016
Q3 | $0 | Hold |
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|
2016
Q2 | $0 | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4K | Sell |
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|
2015
Q1 | $9K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2K | Hold |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Buy |
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