Cobiz Wealth’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,007
| Closed | -$149K | – | 116 |
|
|
2019
Q1 | $149K | Hold |
6,007
| – | – | 0.03% | 115 |
|
|
2018
Q4 | $148K | Hold |
6,007
| – | – | 0.03% | 126 |
|
|
2018
Q3 | $137K | Hold |
6,007
| – | – | 0.03% | 129 |
|
|
2018
Q2 | $144K | Hold |
6,007
| – | – | 0.03% | 130 |
|
|
2018
Q1 | $153K | Hold |
6,007
| – | – | 0.03% | 130 |
|
|
2017
Q4 | $150K | Buy |
+6,007
| New | +$150K | 0.03% | 131 |
|
|
2013
Q3 | – | Sell |
-318
| Closed | -$8K | – | 222 |
|
|
2013
Q2 | $8K | Buy |
+318
| New | +$8K | ﹤0.01% | 290 |
|