Dearborn 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,850
| Closed | -$137K | – | 296 |
|
|
2014
Q3 | $137K | Hold |
5,850
| – | – | 0.01% | 293 |
|
|
2014
Q2 | $151K | Hold |
5,850
| – | – | 0.01% | 295 |
|
|
2014
Q1 | $146K | Sell |
5,850
-1,750
| -23% | -$43.7K | 0.02% | 288 |
|
|
2013
Q4 | $178K | Buy |
7,600
+2,350
| +45% | +$55K | 0.02% | 298 |
|
|
2013
Q3 | $135K | Buy |
+5,250
| New | +$135K | 0.02% | 291 |
|