Kings Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,064
| Closed | -$107K | – | 599 |
|
|
2021
Q4 | $107K | Buy |
+3,064
| New | +$107K | 0.01% | 277 |
|
|
2015
Q2 | – | Sell |
-517
| Closed | -$12K | – | 366 |
|
|
2015
Q1 | $12K | Hold |
517
| – | – | ﹤0.01% | 345 |
|
|
2014
Q4 | $12K | Hold |
517
| – | – | ﹤0.01% | 327 |
|
|
2014
Q3 | $12K | Hold |
517
| – | – | ﹤0.01% | 299 |
|
|
2014
Q2 | $13K | Hold |
517
| – | – | ﹤0.01% | 304 |
|
|
2014
Q1 | $13K | Hold |
517
| – | – | ﹤0.01% | 248 |
|
|
2013
Q4 | $12K | Hold |
517
| – | – | ﹤0.01% | 245 |
|
|
2013
Q3 | $13K | Hold |
517
| – | – | 0.01% | 244 |
|
|
2013
Q2 | $12K | Buy |
+517
| New | +$12K | ﹤0.01% | 252 |
|