Landsberg Bennett & Dubbaneh’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
Q3
$281K Hold
8,381
0.04% 243
2021
Q2
$281K Sell
8,381
-5,948
-42% -$199K 0.04% 237
2021
Q1
$472K Sell
14,329
-400
-3% -$13.2K 0.07% 170
2020
Q4
$534K Sell
14,729
-10,002
-40% -$363K 0.08% 144
2020
Q3
$896K Buy
24,731
+8,878
+56% +$322K 0.16% 116
2020
Q2
$537K Buy
15,853
+3,767
+31% +$128K 0.11% 137
2020
Q1
$373K Buy
12,086
+4,038
+50% +$125K 0.1% 126
2019
Q4
$233K Hold
8,048
0.05% 228
2019
Q3
$230K Hold
8,048
0.06% 194
2019
Q2
$213K Hold
8,048
0.06% 210
2019
Q1
$199K Hold
8,048
0.05% 202
2018
Q4
$198K Buy
+8,048
New +$198K 0.08% 189