Fort Washington Investment Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-23,848
| Closed | -$586K | – | 523 |
|
|
2018
Q4 | $586K | Buy |
23,848
+969
| +4% | +$23.8K | 0.01% | 379 |
|
|
2018
Q3 | $523K | Sell |
22,879
-4,170
| -15% | -$95.3K | 0.01% | 424 |
|
|
2018
Q2 | $650K | Sell |
27,049
-2,911
| -10% | -$70K | 0.01% | 392 |
|
|
2018
Q1 | $763K | Buy |
29,960
+960
| +3% | +$24.4K | 0.01% | 386 |
|
|
2017
Q4 | $726K | Buy |
29,000
+9,525
| +49% | +$238K | 0.01% | 431 |
|
|
2017
Q3 | $479K | Hold |
19,475
| – | – | 0.01% | 401 |
|
|
2017
Q2 | $465K | Buy |
19,475
+800
| +4% | +$19.1K | 0.01% | 401 |
|
|
2017
Q1 | $449K | Hold |
18,675
| – | – | 0.01% | 400 |
|
|
2016
Q4 | $414K | Buy |
18,675
+2,500
| +15% | +$55.4K | 0.01% | 406 |
|
|
2016
Q3 | $411K | Buy |
16,175
+125
| +0.8% | +$3.18K | 0.01% | 357 |
|
|
2016
Q2 | $410K | Buy |
16,050
+500
| +3% | +$12.8K | 0.01% | 374 |
|
|
2016
Q1 | $369K | Hold |
15,550
| – | – | 0.01% | 389 |
|
|
2015
Q4 | $318K | Sell |
15,550
-1,975
| -11% | -$40.4K | 0.01% | 366 |
|
|
2015
Q3 | $378K | Sell |
17,525
-250
| -1% | -$5.39K | 0.01% | 387 |
|
|
2015
Q2 | $403K | Hold |
17,775
| – | – | 0.01% | 351 |
|
|
2015
Q1 | $407K | Buy |
17,775
+4,000
| +29% | +$91.6K | 0.01% | 353 |
|
|
2014
Q4 | $315K | Sell |
13,775
-2,025
| -13% | -$46.3K | 0.01% | 383 |
|
|
2014
Q3 | $370K | Sell |
15,800
-500
| -3% | -$11.7K | 0.01% | 372 |
|
|
2014
Q2 | $420K | Buy |
16,300
+2,080
| +15% | +$53.6K | 0.01% | 362 |
|
|
2014
Q1 | $354K | Buy |
14,220
+5,500
| +63% | +$137K | 0.01% | 374 |
|
|
2013
Q4 | $204K | Sell |
8,720
-2,000
| -19% | -$46.8K | ﹤0.01% | 470 |
|
|
2013
Q3 | $276K | Sell |
10,720
-3,600
| -25% | -$92.7K | 0.01% | 406 |
|
|
2013
Q2 | $343K | Buy |
+14,320
| New | +$343K | 0.01% | 375 |
|