Institutional & Family Asset 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
Q1 | – | Sell |
-121
| Closed | -$4K | – | 953 |
|
2020
Q4 | $4K | Buy |
121
+30
| +33% | +$992 | ﹤0.01% | 672 |
|
2020
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 644 |
|
2020
Q2 | $3K | Buy |
+91
| New | +$3K | ﹤0.01% | 641 |
|
2018
Q4 | – | Sell |
-125
| Closed | -$3K | – | 849 |
|
2018
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 677 |
|
2018
Q2 | $3K | Hold |
125
| – | – | ﹤0.01% | 669 |
|
2018
Q1 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 663 |
|