FormulaFolio Investments’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
Q2 | $4K | Hold |
104
| – | – | ﹤0.01% | 364 |
|
|
2021
Q1 | $4K | Sell |
104
-744,880
| -100% | -$28.6M | ﹤0.01% | 354 |
|
|
2020
Q4 | $27M | Buy |
744,984
+404,970
| +119% | +$14.7M | 0.57% | 48 |
|
|
2020
Q3 | $12.2M | Buy |
340,014
+53,299
| +19% | +$1.92M | 0.47% | 42 |
|
|
2020
Q2 | $9.74M | Sell |
286,715
-24,253
| -8% | -$824K | 0.4% | 43 |
|
|
2020
Q1 | $9.37M | Sell |
310,968
-2,471,076
| -89% | -$74.5M | 0.5% | 33 |
|
|
2019
Q4 | $80.7M | Sell |
2,782,044
-194,533
| -7% | -$5.64M | 2.87% | 9 |
|
|
2019
Q3 | $83.9M | Sell |
2,976,577
-349,798
| -11% | -$9.86M | 3.24% | 6 |
|
|
2019
Q2 | $89.8M | Sell |
3,326,375
-55,877
| -2% | -$1.51M | 3.78% | 6 |
|
|
2019
Q1 | $83.7M | Buy |
3,382,252
+3,376,174
| +55,547% | +$83.6M | 3.67% | 7 |
|
|
2018
Q4 | $139K | Hold |
6,078
| – | – | 0.01% | 309 |
|
|
2018
Q3 | $139K | Sell |
6,078
-1,177
| -16% | -$26.9K | 0.01% | 309 |
|
|
2018
Q2 | $174K | Buy |
+7,255
| New | +$174K | 0.01% | 295 |
|