GWM
Gupta Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $3.79M | Buy |
319,175
+25,308
| +9% | +$301K | 0.89% | 24 |
|
|
2015
Q4 | $3.01M | Sell |
293,867
-55,420
| -16% | -$567K | 0.76% | 28 |
|
|
2015
Q3 | $3.77M | Buy |
349,287
+42,048
| +14% | +$453K | 0.92% | 22 |
|
|
2015
Q2 | $3.48M | Buy |
307,239
+71,972
| +31% | +$816K | 0.86% | 24 |
|
|
2015
Q1 | $2.69M | Buy |
+235,267
| New | +$2.69M | 0.79% | 32 |
|