Mariner Independent Advisor Network’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,639
| Closed | -$431K | – | 571 |
|
|
2022
Q2 | $431K | Sell |
12,639
-633
| -5% | -$21.6K | 0.02% | 487 |
|
|
2022
Q1 | $486K | Sell |
13,272
-11,634
| -47% | -$426K | 0.02% | 448 |
|
|
2021
Q4 | $853K | Buy |
+24,906
| New | +$853K | 0.04% | 346 |
|
|
2021
Q3 | – | Sell |
-27,952
| Closed | -$942K | – | 501 |
|
|
2021
Q2 | $942K | Sell |
27,952
-48,546
| -63% | -$1.64M | 0.04% | 344 |
|
|
2021
Q1 | $2.49M | Sell |
76,498
-12,860
| -14% | -$418K | 0.13% | 165 |
|
|
2020
Q4 | $3.24M | Buy |
89,358
+47,242
| +112% | +$1.71M | 0.17% | 145 |
|
|
2020
Q3 | $1.52M | Sell |
42,116
-15,800
| -27% | -$568K | 0.13% | 178 |
|
|
2020
Q2 | $1.96M | Buy |
57,916
+7,513
| +15% | +$254K | 0.18% | 136 |
|
|
2020
Q1 | $1.53M | Sell |
50,403
-29,386
| -37% | -$891K | 0.14% | 163 |
|
|
2019
Q4 | $2.32M | Buy |
79,789
+57,590
| +259% | +$1.67M | 0.17% | 134 |
|
|
2019
Q3 | $628K | Buy |
22,199
+13,687
| +161% | +$387K | 0.05% | 299 |
|
|
2019
Q2 | $227K | Buy |
+8,512
| New | +$227K | 0.02% | 360 |
|
|
2018
Q2 | – | Sell |
-12,550
| Closed | -$319K | – | 228 |
|
|
2018
Q1 | $319K | Buy |
12,550
+52
| +0.4% | +$1.32K | 0.02% | 311 |
|
|
2017
Q4 | $313K | Buy |
+12,498
| New | +$313K | 0.03% | 273 |
|
|
2016
Q2 | – | Sell |
-11,288
| Closed | -$268K | – | 151 |
|
|
2016
Q1 | $268K | Buy |
+11,288
| New | +$268K | 0.09% | 104 |
|
|
2015
Q3 | – | Sell |
-5,837
| Closed | -$132K | – | 131 |
|
|
2015
Q2 | $132K | Buy |
+5,837
| New | +$132K | 0.06% | 96 |
|
|
2015
Q1 | – | Sell |
-19,222
| Closed | -$440K | – | 114 |
|
|
2014
Q4 | $440K | Sell |
19,222
-17,269
| -47% | -$395K | 0.2% | 93 |
|
|
2014
Q3 | $854K | Buy |
+36,491
| New | +$854K | 0.45% | 42 |
|