Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-405
| Closed | -$10K | – | 1327 |
|
|
2016
Q1 | $10K | Hold |
405
| – | – | ﹤0.01% | 696 |
|
|
2015
Q4 | $8K | Sell |
405
-345
| -46% | -$6.82K | ﹤0.01% | 825 |
|
|
2015
Q3 | $16K | Hold |
750
| – | – | 0.01% | 640 |
|
|
2015
Q2 | $17K | Sell |
750
-292
| -28% | -$6.62K | 0.01% | 651 |
|
|
2015
Q1 | $23K | Buy |
+1,042
| New | +$23K | 0.01% | 532 |
|