Emerson Investment Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $6.1M | Sell |
256,625
-720
| -0.3% | -$17.1K | 1.16% | 38 |
|
|
2015
Q4 | $5.27M | Sell |
257,345
-211,003
| -45% | -$4.32M | 1.03% | 43 |
|
|
2015
Q3 | $10.1M | Buy |
468,348
+29,465
| +7% | +$635K | 2.02% | 7 |
|
|
2015
Q2 | $9.95M | Buy |
438,883
+5,735
| +1% | +$130K | 1.86% | 9 |
|
|
2015
Q1 | $9.92M | Buy |
433,148
+142,785
| +49% | +$3.27M | 1.81% | 11 |
|
|
2014
Q4 | $6.64M | Sell |
290,363
-119,817
| -29% | -$2.74M | 1.29% | 26 |
|
|
2014
Q3 | $9.6M | Buy |
410,180
+4,987
| +1% | +$117K | 1.89% | 9 |
|
|
2014
Q2 | $10.4M | Buy |
405,193
+6,500
| +2% | +$167K | 2.05% | 7 |
|
|
2014
Q1 | $9.92M | Buy |
398,693
+393,329
| +7,333% | +$9.79M | 2.04% | 8 |
|
|
2013
Q4 | $125K | Buy |
+5,364
| New | +$125K | 0.03% | 138 |
|