Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $12.9M | Buy |
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|
2019
Q3 | $11.5M | Buy |
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|
2019
Q2 | $10M | Buy |
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|
2019
Q1 | $8.81M | Buy |
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|
2018
Q4 | $8.69M | Buy |
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|
2018
Q3 | $7.83M | Buy |
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|
2018
Q2 | $8.12M | Buy |
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|
2018
Q1 | $7.96M | Buy |
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|
2017
Q4 | $6.27M | Buy |
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|
2017
Q3 | $2.35M | Buy |
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|
2017
Q2 | $1.64M | Buy |
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|
2017
Q1 | $429K | Buy |
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|
2016
Q4 | $62K | Hold |
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|
2016
Q3 | $71K | Hold |
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|
2016
Q2 | $71K | Hold |
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|
2016
Q1 | $66K | Hold |
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|
2015
Q4 | $57K | Buy |
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