Financial Services Advisory’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-174,072
| Closed | -$5.05M | – | 14 |
|
|
2019
Q4 | $5.05M | Sell |
174,072
-5,880
| -3% | -$171K | 2.08% | 16 |
|
|
2019
Q3 | $5.08M | Buy |
+179,952
| New | +$5.08M | 3.36% | 11 |
|
|
2019
Q2 | – | Sell |
-80,135
| Closed | -$1.98M | – | 25 |
|
|
2019
Q1 | $1.98M | Sell |
80,135
-95,637
| -54% | -$2.37M | 1.71% | 17 |
|
|
2018
Q4 | $4.32M | Buy |
+175,772
| New | +$4.32M | 26.88% | 2 |
|