Institute for Wealth Management’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
Q2 | – | Sell |
-5,364
| Closed | -$174K | – | 493 |
|
|
2021
Q1 | $174K | Sell |
5,364
-5,562
| -51% | -$180K | 0.03% | 448 |
|
|
2020
Q4 | $396K | Buy |
10,926
+415
| +4% | +$15K | 0.08% | 294 |
|
|
2020
Q3 | $378K | Hold |
10,511
| – | – | 0.09% | 271 |
|
|
2020
Q2 | $357K | Buy |
10,511
+2,282
| +28% | +$77.5K | 0.09% | 296 |
|
|
2020
Q1 | $248K | Sell |
8,229
-525
| -6% | -$15.8K | 0.08% | 314 |
|
|
2019
Q4 | $254K | Sell |
8,754
-240
| -3% | -$6.96K | 0.06% | 378 |
|
|
2019
Q3 | $254K | Buy |
8,994
+5
| +0.1% | +$141 | 0.06% | 356 |
|
|
2019
Q2 | $243K | Buy |
+8,989
| New | +$243K | 0.05% | 397 |
|
|
2018
Q4 | – | Sell |
-9,065
| Closed | -$205K | – | 294 |
|
|
2018
Q3 | $205K | Sell |
9,065
-700
| -7% | -$15.8K | 0.07% | 202 |
|
|
2018
Q2 | $234K | Buy |
9,765
+21
| +0.2% | +$503 | 0.07% | 206 |
|
|
2018
Q1 | $250K | Buy |
+9,744
| New | +$250K | 0.07% | 243 |
|
|
2013
Q3 | – | Sell |
-450
| Closed | -$11K | – | 85 |
|
|
2013
Q2 | $11K | Buy |
+450
| New | +$11K | 0.01% | 84 |
|