LWM
LBA Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $48K | Hold |
4,000
| – | – | 0.03% | 200 |
|
|
2016
Q4 | $44K | Hold |
4,000
| – | – | 0.02% | 202 |
|
|
2016
Q3 | $51K | Hold |
4,000
| – | – | 0.03% | 199 |
|
|
2016
Q2 | $51K | Hold |
4,000
| – | – | 0.03% | 194 |
|
|
2016
Q1 | $48K | Hold |
4,000
| – | – | 0.03% | 196 |
|
|
2015
Q4 | $41K | Hold |
4,000
| – | – | 0.02% | 216 |
|
|
2015
Q3 | $43K | Hold |
4,000
| – | – | 0.03% | 183 |
|
|
2015
Q2 | $45K | Hold |
4,000
| – | – | 0.03% | 170 |
|
|
2015
Q1 | $46K | Hold |
4,000
| – | – | 0.03% | 176 |
|
|
2014
Q4 | $46K | Sell |
4,000
-96
| -2% | -$1.1K | 0.03% | 173 |
|
|
2014
Q3 | $48K | Buy |
4,096
+96
| +2% | +$1.13K | 0.03% | 170 |
|
|
2014
Q2 | $52K | Hold |
4,000
| – | – | 0.04% | 161 |
|
|
2014
Q1 | $50K | Hold |
4,000
| – | – | 0.04% | 157 |
|
|
2013
Q4 | $47K | Buy |
+4,000
| New | +$47K | 0.04% | 157 |
|