Lehman & Derafelo Financial Resources’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,550
| Closed | -$241K | – | 204 |
|
|
2022
Q1 | $241K | Hold |
6,550
| – | – | 0.07% | 98 |
|
|
2021
Q4 | $228K | Hold |
6,550
| – | – | 0.07% | 100 |
|
|
2021
Q3 | $219K | Buy |
+6,550
| New | +$219K | 0.07% | 98 |
|
|
2021
Q2 | – | Sell |
-7,750
| Closed | -$252K | – | 227 |
|
|
2021
Q1 | $252K | Hold |
7,750
| – | – | 0.07% | 98 |
|
|
2020
Q4 | $281K | Hold |
7,750
| – | – | 0.08% | 90 |
|
|
2020
Q3 | $279K | Buy |
7,750
+400
| +5% | +$14.4K | 0.09% | 76 |
|
|
2020
Q2 | $250K | Buy |
7,350
+800
| +12% | +$27.2K | 0.09% | 79 |
|
|
2020
Q1 | $197K | Buy |
6,550
+1,100
| +20% | +$33.1K | 0.08% | 88 |
|
|
2019
Q4 | $158K | Hold |
5,450
| – | – | 0.06% | 109 |
|
|
2019
Q3 | $154K | Hold |
5,450
| – | – | 0.06% | 100 |
|
|
2019
Q2 | $146K | Hold |
5,450
| – | – | 0.06% | 102 |
|
|
2019
Q1 | $135K | Hold |
5,450
| – | – | 0.06% | 102 |
|
|
2018
Q4 | $134K | Buy |
+5,450
| New | +$134K | 0.07% | 94 |
|