Homrich & Berg’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.09M | Buy |
|
|||||
|
2021
Q2 | $1.08M | Buy |
|
|||||
|
2021
Q1 | $1.03M | Buy |
|
|||||
|
2020
Q4 | $1.09M | Buy |
|
|||||
|
2020
Q3 | $995K | Sell |
|
|||||
|
2020
Q2 | $950K | Buy |
|
|||||
|
2020
Q1 | $833K | Hold |
|
|||||
|
2019
Q4 | $802K | Sell |
|
|||||
|
2019
Q3 | $793K | Buy |
|
|||||
|
2019
Q2 | $747K | Sell |
|
|||||
|
2019
Q1 | $762K | Buy |
|
|||||
|
2018
Q4 | $680K | Hold |
|
|||||
|
2018
Q3 | $632K | Hold |
|
|||||
|
2018
Q2 | $665K | Sell |
|
|||||
|
2018
Q1 | $708K | Hold |
|
|||||
|
2017
Q4 | $696K | Hold |
|
|||||
|
2017
Q3 | $685K | Hold |
|
|||||
|
2017
Q2 | $664K | Sell |
|
|||||
|
2017
Q1 | $669K | Hold |
|
|||||
|
2016
Q4 | $617K | Buy |
|
|||||
|
2016
Q3 | $659K | Hold |
|
|||||
|
2016
Q2 | $663K | Hold |
|
|||||
|
2016
Q1 | $617K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $578K | Hold |
|
|||||
|
2015
Q2 | $608K | Sell |
|
|||||
|
2015
Q1 | $652K | Buy |
|
|||||
|
2014
Q4 | $613K | Hold |
|
|||||
|
2014
Q3 | $627K | Hold |
|
|||||
|
2014
Q2 | $690K | Hold |
|
|||||
|
2014
Q1 | $666K | Sell |
|
|||||
|
2013
Q4 | $678K | Buy |
|
|||||
|
2013
Q3 | $743K | Sell |
|
|||||
|
2013
Q2 | $822K | Buy |
|