LWA
Lenox Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $233K | Sell |
6,306
-128
| -2% | -$4.73K | 0.03% | 100 |
|
|
2021
Q4 | $224K | Buy |
6,434
+114
| +2% | +$3.97K | 0.03% | 104 |
|
|
2021
Q3 | $211K | Buy |
6,320
+14
| +0.2% | +$467 | 0.03% | 99 |
|
|
2021
Q2 | $213K | Sell |
6,306
-7,024
| -53% | -$237K | 0.03% | 99 |
|
|
2021
Q1 | $217K | Buy |
13,330
+2,012
| +18% | +$32.8K | 0.03% | 81 |
|
|
2020
Q4 | $205K | Hold |
11,318
| – | – | 0.03% | 85 |
|
|
2020
Q3 | $204K | Hold |
11,318
| – | – | 0.03% | 77 |
|
|
2020
Q2 | $192K | Hold |
11,318
| – | – | 0.03% | 70 |
|
|
2020
Q1 | $171K | Hold |
11,318
| – | – | 0.03% | 70 |
|
|
2019
Q4 | $164K | Hold |
11,318
| – | – | 0.03% | 93 |
|
|
2019
Q3 | $160K | Buy |
11,318
+738
| +7% | +$10.4K | 0.03% | 89 |
|
|
2019
Q2 | $143K | Hold |
10,580
| – | – | 0.03% | 92 |
|
|
2019
Q1 | $131K | Hold |
10,580
| – | – | 0.02% | 92 |
|
|
2018
Q4 | $130K | Buy |
10,580
+5,000
| +90% | +$61.4K | 0.03% | 88 |
|
|
2018
Q3 | $64K | Hold |
5,580
| – | – | 0.01% | 120 |
|
|
2018
Q2 | $67K | Hold |
5,580
| – | – | 0.01% | 113 |
|
|
2018
Q1 | $71K | Hold |
5,580
| – | – | 0.02% | 134 |
|
|
2017
Q4 | $70K | Hold |
5,580
| – | – | 0.02% | 89 |
|
|
2017
Q3 | $69K | Hold |
5,580
| – | – | 0.02% | 46 |
|
|
2017
Q2 | $67K | Hold |
5,580
| – | – | 0.02% | 47 |
|
|
2017
Q1 | $67K | Hold |
5,580
| – | – | 0.02% | 43 |
|
|
2016
Q4 | $62K | Hold |
5,580
| – | – | 0.02% | 47 |
|
|
2016
Q3 | $71K | Sell |
5,580
-15,400
| -73% | -$196K | 0.02% | 65 |
|
|
2016
Q2 | $268K | Hold |
20,980
| – | – | 0.08% | 29 |
|
|
2016
Q1 | $249K | Sell |
20,980
-522
| -2% | -$6.2K | 0.07% | 28 |
|
|
2015
Q4 | $220K | Buy |
21,502
+522
| +2% | +$5.34K | 0.07% | 32 |
|
|
2015
Q3 | $226K | Hold |
20,980
| – | – | 0.08% | 30 |
|
|
2015
Q2 | $238K | Buy |
20,980
+2,050
| +11% | +$23.3K | 0.1% | 27 |
|
|
2015
Q1 | $217K | Buy |
18,930
+4,800
| +34% | +$55K | 0.09% | 31 |
|
|
2014
Q4 | $162K | Buy |
14,130
+7,530
| +114% | +$86.3K | 0.07% | 38 |
|
|
2014
Q3 | $77K | Buy |
+6,600
| New | +$77K | 0.03% | 57 |
|