LifePlan Financial Group’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
Q3 | $100K | Buy |
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|
2020
Q2 | $94K | Buy |
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|
2020
Q1 | $83K | Sell |
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|
2019
Q4 | $88K | Hold |
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|
2019
Q3 | $85K | Buy |
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|
2019
Q2 | $68K | Hold |
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|
2019
Q1 | $63K | Hold |
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|
2018
Q4 | $62K | Hold |
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|
2018
Q3 | $58K | Hold |
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|
2018
Q2 | $61K | Hold |
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|
2018
Q1 | $64K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $325K | Sell |
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|
2014
Q4 | $4.9M | Buy |
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|
2014
Q3 | $152K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $143K | Buy |
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|
2013
Q4 | $45K | Hold |
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|
2013
Q3 | $50K | Buy |
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|
2013
Q2 | $10K | Buy |
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