Cypress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-36,913
| Closed | -$887K | – | 127 |
|
|
2017
Q1 | $887K | Hold |
36,913
| – | – | 0.4% | 57 |
|
|
2016
Q4 | $818K | Hold |
36,913
| – | – | 0.37% | 62 |
|
|
2016
Q3 | $937K | Hold |
36,913
| – | – | 0.42% | 55 |
|
|
2016
Q2 | $942K | Hold |
36,913
| – | – | 0.47% | 52 |
|
|
2016
Q1 | $877K | Hold |
36,913
| – | – | 0.4% | 50 |
|
|
2015
Q4 | $755K | Hold |
36,913
| – | – | 0.38% | 58 |
|
|
2015
Q3 | $796K | Hold |
36,913
| – | – | 0.43% | 53 |
|
|
2015
Q2 | $837K | Buy |
+36,913
| New | +$837K | 0.49% | 53 |
|