LifePlan Financial Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $100K | Buy |
2,784
+29
| +1% | +$1.04K | 0.04% | 183 |
|
|
2020
Q2 | $94K | Buy |
2,755
+15
| +0.5% | +$512 | 0.04% | 182 |
|
|
2020
Q1 | $83K | Sell |
2,740
-282
| -9% | -$8.54K | 0.04% | 179 |
|
|
2019
Q4 | $88K | Hold |
3,022
| – | – | 0.04% | 198 |
|
|
2019
Q3 | $85K | Buy |
3,022
+492
| +19% | +$13.8K | 0.04% | 196 |
|
|
2019
Q2 | $68K | Hold |
2,530
| – | – | 0.03% | 212 |
|
|
2019
Q1 | $63K | Hold |
2,530
| – | – | 0.03% | 217 |
|
|
2018
Q4 | $62K | Hold |
2,530
| – | – | 0.04% | 213 |
|
|
2018
Q3 | $58K | Hold |
2,530
| – | – | 0.03% | 233 |
|
|
2018
Q2 | $61K | Hold |
2,530
| – | – | 0.03% | 222 |
|
|
2018
Q1 | $64K | Buy |
+2,530
| New | +$64K | 0.04% | 200 |
|
|
2015
Q2 | – | Sell |
-14,202
| Closed | -$325K | – | 98 |
|
|
2015
Q1 | $325K | Sell |
14,202
-200,008
| -93% | -$4.58M | 0.22% | 54 |
|
|
2014
Q4 | $4.9M | Buy |
214,210
+207,703
| +3,192% | +$4.75M | 3.25% | 10 |
|
|
2014
Q3 | $152K | Buy |
+6,507
| New | +$152K | 0.13% | 66 |
|
|
2014
Q2 | – | Sell |
-5,756
| Closed | -$143K | – | 126 |
|
|
2014
Q1 | $143K | Buy |
5,756
+3,835
| +200% | +$95.3K | 0.11% | 74 |
|
|
2013
Q4 | $45K | Hold |
1,921
| – | – | 0.03% | 111 |
|
|
2013
Q3 | $50K | Buy |
1,921
+1,489
| +345% | +$38.8K | 0.04% | 107 |
|
|
2013
Q2 | $10K | Buy |
+432
| New | +$10K | 0.01% | 117 |
|