Knowledge Leaders Capital’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
Q1 | – | Sell |
-29,494
| Closed | -$1.07M | – | 115 |
|
|
2020
Q4 | $1.07M | Buy |
29,494
+7,109
| +32% | +$258K | 0.93% | 34 |
|
|
2020
Q3 | $805K | Sell |
22,385
-4,896
| -18% | -$176K | 0.76% | 45 |
|
|
2020
Q2 | $927K | Buy |
27,281
+6,774
| +33% | +$230K | 0.94% | 21 |
|
|
2020
Q1 | $618K | Buy |
20,507
+8,930
| +77% | +$269K | 1.98% | 18 |
|
|
2019
Q4 | $336K | Buy |
+11,577
| New | +$336K | 0.62% | 11 |
|
|
2019
Q3 | – | Sell |
-15,330
| Closed | -$414K | – | 28 |
|
|
2019
Q2 | $414K | Buy |
15,330
+202
| +1% | +$5.46K | 1.83% | 17 |
|
|
2019
Q1 | $375K | Buy |
15,128
+221
| +1% | +$5.48K | 1.59% | 19 |
|
|
2018
Q4 | $366K | Buy |
14,907
+873
| +6% | +$21.4K | 0.5% | 38 |
|
|
2018
Q3 | $321K | Sell |
14,034
-17,242
| -55% | -$394K | 0.27% | 25 |
|
|
2018
Q2 | $752K | Buy |
31,276
+9,673
| +45% | +$233K | 0.56% | 24 |
|
|
2018
Q1 | $550K | Buy |
21,603
+7,534
| +54% | +$192K | 0.49% | 23 |
|
|
2017
Q4 | $352K | Buy |
14,069
+3,956
| +39% | +$99K | 0.29% | 27 |
|
|
2017
Q3 | $249K | Buy |
+10,113
| New | +$249K | 0.12% | 24 |
|