Constellation Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $916K | Hold |
42,500
| – | – | 0.1% | 58 |
|
|
2015
Q2 | $964K | Hold |
42,500
| – | – | 0.08% | 125 |
|
|
2015
Q1 | $973K | Hold |
42,500
| – | – | 0.09% | 127 |
|
|
2014
Q4 | $972K | Hold |
42,500
| – | – | 0.08% | 117 |
|
|
2014
Q3 | $994K | Hold |
42,500
| – | – | 0.09% | 99 |
|
|
2014
Q2 | $1.1M | Hold |
42,500
| – | – | 0.12% | 98 |
|
|
2014
Q1 | $1.06M | Hold |
42,500
| – | – | 0.1% | 125 |
|
|
2013
Q4 | $993K | Buy |
+42,500
| New | +$993K | 0.1% | 134 |
|