Clear Perspective Advisors’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 | $511K | Sell |
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|
2021
Q3 | $499K | Hold |
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|
2021
Q2 | $504K | Sell |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $510K | Hold |
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|
2020
Q3 | $338 | Hold |
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|
2020
Q2 | $478K | Sell |
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|
2020
Q1 | $575K | Hold |
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|
2019
Q4 | $553K | Hold |
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|
2019
Q3 | $538K | Hold |
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|
2019
Q2 | $515K | Hold |
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|
2019
Q1 | $472K | Hold |
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|
2018
Q4 | $469K | Hold |
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|
2018
Q3 | $436K | Hold |
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|
2018
Q2 | $458K | Hold |
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|
2018
Q1 | $485K | Hold |
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|
2017
Q4 | $477K | Sell |
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|
2017
Q3 | $503K | Buy |
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|
2017
Q2 | $482K | Buy |
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|
2017
Q1 | $421K | Buy |
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|
2016
Q4 | $209K | Buy |
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