Intellectus Partners’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
Q4 | – | Sell |
-15,570
| Closed | -$520K | – | 280 |
|
|
2021
Q3 | $520K | Sell |
15,570
-14,008
| -47% | -$468K | 0.13% | 185 |
|
|
2021
Q2 | $997K | Hold |
29,578
| – | – | 0.22% | 123 |
|
|
2021
Q1 | $962K | Hold |
29,578
| – | – | 0.26% | 120 |
|
|
2020
Q4 | $1.07M | Buy |
+29,578
| New | +$1.07M | 0.32% | 94 |
|
|
2017
Q1 | – | Sell |
-1,172
| Closed | -$26K | – | 687 |
|
|
2016
Q4 | $26K | Buy |
+1,172
| New | +$26K | 0.01% | 415 |
|