Lucia Wealth Services’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 | – | Sell |
-631
| Closed | -$21K | – | 180 |
|
|
2020
Q2 | $21K | Sell |
631
-58,900
| -99% | -$1.96M | 0.01% | 166 |
|
|
2020
Q1 | $1.79M | Sell |
59,531
-86,846
| -59% | -$2.62M | 0.59% | 31 |
|
|
2019
Q4 | $4.25M | Sell |
146,377
-18,833
| -11% | -$546K | 1.3% | 23 |
|
|
2019
Q3 | $4.66M | Sell |
165,210
-16,113
| -9% | -$454K | 1.55% | 22 |
|
|
2019
Q2 | $4.9M | Sell |
181,323
-13,185
| -7% | -$356K | 1.69% | 21 |
|
|
2019
Q1 | $4.82M | Buy |
194,508
+20,924
| +12% | +$518K | 1.65% | 18 |
|
|
2018
Q4 | $4.27M | Sell |
173,584
-51,112
| -23% | -$1.26M | 2.01% | 16 |
|
|
2018
Q3 | $5.14M | Buy |
+224,696
| New | +$5.14M | 1.6% | 20 |
|