MWR
McAdams Wright Ragen’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $535K | Sell |
45,740
-212,565
| -82% | -$2.49M | 0.03% | 256 |
|
|
2014
Q2 | $3.33M | Sell |
258,305
-50,168
| -16% | -$646K | 0.19% | 108 |
|
|
2014
Q1 | $3.84M | Buy |
308,473
+82,538
| +37% | +$1.03M | 0.24% | 91 |
|
|
2013
Q4 | $2.64M | Sell |
225,935
-2,580
| -1% | -$30.1K | 0.17% | 110 |
|
|
2013
Q3 | $2.95M | Sell |
228,515
-112,306
| -33% | -$1.45M | 0.23% | 91 |
|
|
2013
Q2 | $4.09M | Buy |
+340,821
| New | +$4.09M | 0.33% | 86 |
|