Clarius Group LLC’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
Q1 | – | Sell |
-5,216
| Closed | -$189K | – | 389 |
|
|
2020
Q4 | $189K | Sell |
5,216
-543
| -9% | -$19.7K | 0.02% | 338 |
|
|
2020
Q3 | $207K | Sell |
5,759
-1,350
| -19% | -$48.5K | 0.03% | 279 |
|
|
2020
Q2 | $242K | Hold |
7,109
| – | – | 0.03% | 244 |
|
|
2020
Q1 | $214K | Hold |
7,109
| – | – | 0.04% | 230 |
|
|
2019
Q4 | $212K | Hold |
7,109
| – | – | 0.03% | 274 |
|
|
2019
Q3 | $200K | Buy |
+7,109
| New | +$200K | 0.04% | 268 |
|