Courage Miller Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,134
| Closed | -$128K | – | 67 |
|
|
2017
Q4 | $128K | Sell |
5,134
-20
| -0.4% | -$499 | 0.08% | 67 |
|
|
2017
Q3 | $127K | Hold |
5,154
| – | – | 0.08% | 68 |
|
|
2017
Q2 | $123K | Buy |
+5,154
| New | +$123K | 0.08% | 66 |
|
|
2017
Q1 | – | Sell |
-5,404
| Closed | -$120K | – | 64 |
|
|
2016
Q4 | $120K | Hold |
5,404
| – | – | 0.08% | 67 |
|
|
2016
Q3 | $137K | Sell |
5,404
-58
| -1% | -$1.47K | 0.09% | 67 |
|
|
2016
Q2 | $139K | Sell |
5,462
-1,539
| -22% | -$39.2K | 0.1% | 66 |
|
|
2016
Q1 | $166K | Hold |
7,001
| – | – | 0.12% | 67 |
|
|
2015
Q4 | $143K | Buy |
+7,001
| New | +$143K | 0.1% | 67 |
|
|
2015
Q1 | – | Sell |
-5,512
| Closed | -$126K | – | 57 |
|
|
2014
Q4 | $126K | Sell |
5,512
-6,800
| -55% | -$155K | 0.1% | 55 |
|
|
2014
Q3 | $288K | Sell |
12,312
-391
| -3% | -$9.15K | 0.22% | 50 |
|
|
2014
Q2 | $327K | Buy |
12,703
+542
| +4% | +$14K | 0.24% | 52 |
|
|
2014
Q1 | $303K | Sell |
12,161
-134
| -1% | -$3.34K | 0.24% | 48 |
|
|
2013
Q4 | $287K | Hold |
12,295
| – | – | 0.24% | 47 |
|
|
2013
Q3 | $317K | Hold |
12,295
| – | – | 0.26% | 45 |
|
|
2013
Q2 | $295K | Buy |
+12,295
| New | +$295K | 0.27% | 42 |
|