LP
IAU icon

LGL Partners’s iShares Gold Trust IAU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-20,300
Closed -$365K 94
2020
Q3
$365K Sell
20,300
-17,300
-46% -$311K 0.22% 60
2020
Q2
$639K Hold
37,600
0.4% 39
2020
Q1
$567K Buy
37,600
+17,000
+83% +$256K 0.37% 36
2019
Q4
$299K Hold
20,600
0.1% 77
2019
Q3
$290K Buy
+20,600
New +$290K 0.12% 86
2019
Q2
Sell
-20,000
Closed -$248K 109
2019
Q1
$248K Buy
+20,000
New +$248K 0.09% 93