EisnerAmper Wealth Management Corporate Benefits’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,668
| Closed | -$278K | – | 48 |
|
|
2020
Q4 | $278K | Sell |
7,668
-1,261
| -14% | -$45.7K | 0.16% | 42 |
|
|
2020
Q3 | $321K | Sell |
8,929
-642
| -7% | -$23.1K | 0.21% | 35 |
|
|
2020
Q2 | $325K | Hold |
9,571
| – | – | 0.22% | 35 |
|
|
2020
Q1 | $288K | Buy |
+9,571
| New | +$288K | 0.2% | 30 |
|
|
2019
Q2 | – | Sell |
-11,754
| Closed | -$291K | – | 35 |
|
|
2019
Q1 | $291K | Buy |
11,754
+290
| +3% | +$7.18K | 0.22% | 37 |
|
|
2018
Q4 | $282K | Buy |
+11,464
| New | +$282K | 0.24% | 32 |
|
|
2018
Q3 | – | Sell |
-11,748
| Closed | -$282K | – | 39 |
|
|
2018
Q2 | $282K | Buy |
+11,748
| New | +$282K | 0.23% | 31 |
|