Lenox Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $213K | Sell |
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|
2021
Q1 | $217K | Buy |
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|
2020
Q4 | $205K | Hold |
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|
2020
Q3 | $204K | Hold |
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|
2020
Q2 | $192K | Hold |
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|
2020
Q1 | $171K | Hold |
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|
2019
Q4 | $164K | Hold |
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|
2019
Q3 | $160K | Buy |
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|
2019
Q2 | $143K | Hold |
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|
2019
Q1 | $131K | Hold |
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|
2018
Q4 | $130K | Buy |
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|
2018
Q3 | $64K | Hold |
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|
2018
Q2 | $67K | Hold |
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|
2018
Q1 | $71K | Hold |
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|
2017
Q4 | $70K | Hold |
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|
2017
Q3 | $69K | Hold |
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|
2017
Q2 | $67K | Hold |
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|
2017
Q1 | $67K | Hold |
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|
2016
Q4 | $62K | Hold |
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|
2016
Q3 | $71K | Sell |
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|
2016
Q2 | $268K | Hold |
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|
2016
Q1 | $249K | Sell |
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|
2015
Q4 | $220K | Buy |
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|
2015
Q3 | $226K | Hold |
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|
2015
Q2 | $238K | Buy |
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|
2015
Q1 | $217K | Buy |
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|
2014
Q4 | $162K | Buy |
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|
2014
Q3 | $77K | Buy |
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