Fusion Family Wealth’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 |
-2,079
| Closed | -$51K | – | 194 |
|
|
2018
Q4 | $51K | Sell |
2,079
-559
| -21% | -$13.7K | 0.02% | 109 |
|
|
2018
Q3 | $60K | Sell |
2,638
-551
| -17% | -$12.5K | 0.02% | 103 |
|
|
2018
Q2 | $77K | Sell |
3,189
-3,329
| -51% | -$80.4K | 0.02% | 106 |
|
|
2018
Q1 | $166K | Sell |
6,518
-14,065
| -68% | -$358K | 0.06% | 60 |
|
|
2017
Q4 | $515K | Sell |
20,583
-52,227
| -72% | -$1.31M | 0.13% | 39 |
|
|
2017
Q3 | $1.79M | Sell |
72,810
-58,936
| -45% | -$1.45M | 0.61% | 23 |
|
|
2017
Q2 | $3.15M | Sell |
131,746
-16,014
| -11% | -$382K | 1.08% | 22 |
|
|
2017
Q1 | $3.55M | Sell |
147,760
-6,088
| -4% | -$146K | 1.33% | 20 |
|
|
2016
Q4 | $3.54M | Buy |
+153,848
| New | +$3.54M | 2.08% | 15 |
|