KMS Financial Services’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $404K | Buy |
17,264
+2,429
| +16% | +$56.8K | 0.06% | 310 |
|
|
2014
Q2 | $382K | Buy |
14,835
+1,077
| +8% | +$27.7K | 0.05% | 329 |
|
|
2014
Q1 | $343K | Sell |
13,758
-19,054
| -58% | -$475K | 0.05% | 341 |
|
|
2013
Q4 | $767K | Buy |
32,812
+11,617
| +55% | +$272K | 0.13% | 179 |
|
|
2013
Q3 | $546K | Buy |
21,195
+7,529
| +55% | +$194K | 0.13% | 184 |
|
|
2013
Q2 | $330K | Buy |
+13,666
| New | +$330K | 0.09% | 250 |
|