Glassman Wealth Services’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-116
| Closed | -$4.34K | – | 1961 |
|
|
2023
Q1 | $4.34K | Buy |
+116
| New | +$4.34K | ﹤0.01% | 1042 |
|
|
2021
Q4 | – | Sell |
-14
| Closed | – | – | 1756 |
|
|
2021
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1696 |
|
|
2020
Q2 | – | Sell |
-543
| Closed | -$16K | – | 1366 |
|
|
2020
Q1 | $16K | Buy |
+543
| New | +$16K | 0.01% | 373 |
|
|
2018
Q3 | – | Sell |
-1,241
| Closed | -$30K | – | 875 |
|
|
2018
Q2 | $30K | Hold |
1,241
| – | – | 0.01% | 245 |
|
|
2018
Q1 | $32K | Hold |
1,241
| – | – | 0.02% | 224 |
|
|
2017
Q4 | $31K | Hold |
1,241
| – | – | 0.02% | 204 |
|
|
2017
Q3 | $31K | Hold |
1,241
| – | – | 0.02% | 187 |
|
|
2017
Q2 | $30K | Hold |
1,241
| – | – | 0.02% | 195 |
|
|
2017
Q1 | $30K | Hold |
1,241
| – | – | 0.02% | 212 |
|
|
2016
Q4 | $28K | Hold |
1,241
| – | – | 0.02% | 223 |
|
|
2016
Q3 | $31K | Hold |
1,241
| – | – | 0.03% | 182 |
|
|
2016
Q2 | $32K | Hold |
1,241
| – | – | 0.03% | 172 |
|
|
2016
Q1 | $29K | Hold |
1,241
| – | – | 0.03% | 176 |
|
|
2015
Q4 | $25K | Hold |
1,241
| – | – | 0.02% | 195 |
|
|
2015
Q3 | $27K | Hold |
1,241
| – | – | 0.02% | 188 |
|
|
2015
Q2 | $28K | Hold |
1,241
| – | – | 0.02% | 189 |
|
|
2015
Q1 | $28K | Hold |
1,241
| – | – | 0.02% | 188 |
|
|
2014
Q4 | $28K | Buy |
+1,241
| New | +$28K | 0.02% | 204 |
|