Kistler-Tiffany Companies’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 |
-168
| Closed | -$6K | – | 738 |
|
2021
Q3 | $6K | Hold |
168
| – | – | ﹤0.01% | 632 |
|
2021
Q2 | $6K | Hold |
168
| – | – | ﹤0.01% | 613 |
|
2021
Q1 | $5K | Hold |
168
| – | – | ﹤0.01% | 575 |
|
2020
Q4 | $6K | Hold |
168
| – | – | ﹤0.01% | 540 |
|
2020
Q3 | $6K | Hold |
168
| – | – | ﹤0.01% | 520 |
|
2020
Q2 | $6K | Hold |
168
| – | – | ﹤0.01% | 490 |
|
2020
Q1 | $5K | Hold |
168
| – | – | ﹤0.01% | 500 |
|
2019
Q4 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 507 |
|
2018
Q4 | – | Sell |
-800
| Closed | -$18K | – | 561 |
|
2018
Q3 | $18K | Hold |
800
| – | – | 0.01% | 361 |
|
2018
Q2 | $19K | Sell |
800
-149
| -16% | -$3.54K | 0.01% | 351 |
|
2018
Q1 | $24K | Sell |
949
-200
| -17% | -$5.06K | 0.01% | 348 |
|
2017
Q4 | $29K | Sell |
1,149
-300
| -21% | -$7.57K | 0.01% | 332 |
|
2017
Q3 | $36K | Hold |
1,449
| – | – | 0.02% | 307 |
|
2017
Q2 | $35K | Hold |
1,449
| – | – | 0.02% | 302 |
|
2017
Q1 | $35K | Hold |
1,449
| – | – | 0.02% | 283 |
|
2016
Q4 | $32K | Hold |
1,449
| – | – | 0.02% | 302 |
|
2016
Q3 | $37K | Hold |
1,449
| – | – | 0.02% | 286 |
|
2016
Q2 | $37K | Sell |
1,449
-200
| -12% | -$5.11K | 0.02% | 283 |
|
2016
Q1 | $39K | Hold |
1,649
| – | – | 0.02% | 272 |
|
2015
Q4 | $34K | Hold |
1,649
| – | – | 0.02% | 302 |
|
2015
Q3 | $36K | Hold |
1,649
| – | – | 0.02% | 286 |
|
2015
Q2 | $37K | Hold |
1,649
| – | – | 0.02% | 296 |
|
2015
Q1 | $38K | Hold |
1,649
| – | – | 0.02% | 264 |
|
2014
Q4 | $38K | Hold |
1,649
| – | – | 0.02% | 267 |
|
2014
Q3 | $39K | Hold |
1,649
| – | – | 0.03% | 265 |
|
2014
Q2 | $42K | Sell |
1,649
-162
| -9% | -$4.13K | 0.03% | 256 |
|
2014
Q1 | $45K | Hold |
1,811
| – | – | 0.03% | 240 |
|
2013
Q4 | $42K | Sell |
1,811
-251
| -12% | -$5.82K | 0.03% | 251 |
|
2013
Q3 | $53K | Hold |
2,062
| – | – | 0.04% | 210 |
|
2013
Q2 | $49K | Buy |
+2,062
| New | +$49K | 0.04% | 211 |
|