Geneva 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $906K | Buy |
37,952
+7,495
| +25% | +$179K | 0.02% | 380 |
|
|
2017
Q1 | $732K | Buy |
30,457
+2,208
| +8% | +$53.1K | 0.01% | 416 |
|
|
2016
Q4 | $626K | Buy |
+28,249
| New | +$626K | 0.01% | 443 |
|
|
2015
Q2 | – | Sell |
-5,219
| Closed | -$120K | – | 707 |
|
|
2015
Q1 | $120K | Buy |
+5,219
| New | +$120K | ﹤0.01% | 612 |
|