Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,150
| Closed | -$342K | – | 131 |
|
|
2021
Q2 | $342K | Hold |
10,150
| – | – | 0.14% | 93 |
|
|
2021
Q1 | $330K | Sell |
10,150
-2,460
| -20% | -$80K | 0.14% | 95 |
|
|
2020
Q4 | $457K | Buy |
12,610
+5,685
| +82% | +$206K | 0.2% | 78 |
|
|
2020
Q3 | $249K | Buy |
+6,925
| New | +$249K | 0.12% | 100 |
|
|
2019
Q2 | – | Sell |
-21,868
| Closed | -$541K | – | 113 |
|
|
2019
Q1 | $541K | Buy |
21,868
+4,055
| +23% | +$100K | 0.32% | 62 |
|
|
2018
Q4 | $438K | Buy |
17,813
+689
| +4% | +$16.9K | 0.3% | 66 |
|
|
2018
Q3 | $391K | Buy |
17,124
+3,200
| +23% | +$73.1K | 0.24% | 64 |
|
|
2018
Q2 | $335K | Sell |
13,924
-876
| -6% | -$21.1K | 0.22% | 67 |
|
|
2018
Q1 | $377K | Buy |
14,800
+1,000
| +7% | +$25.5K | 0.26% | 63 |
|
|
2017
Q4 | $345K | Buy |
13,800
+4,900
| +55% | +$123K | 0.22% | 70 |
|
|
2017
Q3 | $219K | Buy |
+8,900
| New | +$219K | 0.14% | 89 |
|