Concert Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-24,015
| Closed | -$531K | – | 276 |
|
|
2017
Q1 | $531K | Buy |
24,015
+4,396
| +22% | +$97.2K | 0.12% | 233 |
|
|
2016
Q4 | $435K | Sell |
19,619
-8,536
| -30% | -$189K | 0.1% | 282 |
|
|
2016
Q3 | $713K | Buy |
28,155
+18,504
| +192% | +$469K | 0.09% | 292 |
|
|
2016
Q2 | $245K | Buy |
9,651
+990
| +11% | +$25.1K | 0.03% | 531 |
|
|
2016
Q1 | $209K | Sell |
8,661
-295
| -3% | -$7.12K | 0.03% | 579 |
|
|
2015
Q4 | $182K | Buy |
8,956
+285
| +3% | +$5.79K | 0.02% | 603 |
|
|
2015
Q3 | $185K | Sell |
8,671
-990
| -10% | -$21.1K | 0.03% | 626 |
|
|
2015
Q2 | $222K | Sell |
9,661
-1,267
| -12% | -$29.1K | 0.03% | 605 |
|
|
2015
Q1 | $101K | Buy |
10,928
+252
| +2% | +$2.33K | 0.03% | 426 |
|
|
2014
Q4 | $247K | Sell |
10,676
-24,240
| -69% | -$561K | 0.04% | 519 |
|
|
2014
Q3 | $825K | Buy |
34,916
+211
| +0.6% | +$4.99K | 0.11% | 167 |
|
|
2014
Q2 | $836K | Buy |
34,705
+19,270
| +125% | +$464K | 0.1% | 170 |
|
|
2014
Q1 | $388K | Sell |
15,435
-339
| -2% | -$8.52K | 0.05% | 341 |
|
|
2013
Q4 | $374K | Sell |
15,774
-241
| -2% | -$5.71K | 0.05% | 324 |
|
|
2013
Q3 | $414K | Buy |
16,015
+211
| +1% | +$5.46K | 0.06% | 294 |
|
|
2013
Q2 | $379K | Buy |
+15,804
| New | +$379K | 0.06% | 283 |
|