Girard Partners’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
Q2 | – | Sell |
-5,073
| Closed | -$152K | – | 209 |
|
|
2020
Q1 | $152K | Sell |
5,073
-142
| -3% | -$4.26K | 0.03% | 200 |
|
|
2019
Q4 | $151K | Buy |
+5,215
| New | +$151K | 0.03% | 225 |
|
|
2018
Q4 | – | Sell |
-3,180
| Closed | -$72K | – | 485 |
|
|
2018
Q3 | $72K | Sell |
3,180
-2,943
| -48% | -$66.6K | 0.01% | 394 |
|
|
2018
Q2 | $147K | Hold |
6,123
| – | – | 0.03% | 257 |
|
|
2018
Q1 | $156K | Buy |
6,123
+750
| +14% | +$19.1K | 0.04% | 235 |
|
|
2017
Q4 | $134K | Hold |
5,373
| – | – | 0.03% | 274 |
|
|
2017
Q3 | $132K | Buy |
+5,373
| New | +$132K | 0.03% | 252 |
|
|
2017
Q2 | – | Sell |
-6,170
| Closed | -$148K | – | 268 |
|
|
2017
Q1 | $148K | Buy |
6,170
+1,135
| +23% | +$27.2K | 0.04% | 227 |
|
|
2016
Q4 | $112K | Buy |
+5,035
| New | +$112K | 0.03% | 219 |
|