Clear Perspective 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
Q4 | $511K | Sell |
14,693
-250
| -2% | -$8.7K | 0.16% | 99 |
|
|
2021
Q3 | $499K | Hold |
14,943
| – | – | 0.17% | 88 |
|
|
2021
Q2 | $504K | Sell |
14,943
-1
| -0% | -$34 | 0.18% | 88 |
|
|
2021
Q1 | $486K | Buy |
14,944
+875
| +6% | +$28.5K | 0.19% | 85 |
|
|
2020
Q4 | $510K | Hold |
14,069
| – | – | 0.21% | 84 |
|
|
2020
Q3 | $338 | Hold |
14,069
| – | – | 0.16% | 104 |
|
|
2020
Q2 | $478K | Sell |
14,069
-5,000
| -26% | -$170K | 0.26% | 71 |
|
|
2020
Q1 | $575K | Hold |
19,069
| – | – | 0.38% | 55 |
|
|
2019
Q4 | $553K | Hold |
19,069
| – | – | 0.34% | 72 |
|
|
2019
Q3 | $538K | Hold |
19,069
| – | – | 0.24% | 77 |
|
|
2019
Q2 | $515K | Hold |
19,069
| – | – | 0.33% | 74 |
|
|
2019
Q1 | $472K | Hold |
19,069
| – | – | 0.33% | 80 |
|
|
2018
Q4 | $469K | Hold |
19,069
| – | – | 0.39% | 78 |
|
|
2018
Q3 | $436K | Hold |
19,069
| – | – | 0.32% | 90 |
|
|
2018
Q2 | $458K | Hold |
19,069
| – | – | 0.32% | 85 |
|
|
2018
Q1 | $485K | Hold |
19,069
| – | – | 0.36% | 77 |
|
|
2017
Q4 | $477K | Sell |
19,069
-1,375
| -7% | -$34.4K | 0.36% | 77 |
|
|
2017
Q3 | $503K | Buy |
20,444
+250
| +1% | +$6.15K | 0.41% | 68 |
|
|
2017
Q2 | $482K | Buy |
20,194
+2,682
| +15% | +$64K | 0.41% | 67 |
|
|
2017
Q1 | $421K | Buy |
17,512
+8,087
| +86% | +$194K | 0.28% | 76 |
|
|
2016
Q4 | $209K | Buy |
+9,425
| New | +$209K | 0.14% | 121 |
|