MSTVIM
Messner & Smith Theme Value Investment Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $8K | Hold |
656
| – | – | 0.01% | 82 |
|
|
2017
Q4 | $8K | Hold |
656
| – | – | 0.01% | 75 |
|
|
2017
Q3 | $8K | Hold |
656
| – | – | 0.01% | 76 |
|
|
2017
Q2 | $8K | Hold |
656
| – | – | 0.01% | 75 |
|
|
2017
Q1 | $8K | Hold |
656
| – | – | 0.01% | 74 |
|
|
2016
Q4 | $7K | Hold |
656
| – | – | 0.01% | 76 |
|
|
2016
Q3 | $8K | Hold |
656
| – | – | 0.01% | 80 |
|
|
2016
Q2 | $8K | Hold |
656
| – | – | 0.01% | 73 |
|
|
2016
Q1 | $8K | Hold |
656
| – | – | 0.02% | 73 |
|
|
2015
Q4 | $7K | Hold |
656
| – | – | 0.01% | 72 |
|
|
2015
Q3 | $7K | Hold |
656
| – | – | 0.01% | 66 |
|
|
2015
Q2 | $7K | Hold |
656
| – | – | 0.01% | 71 |
|
|
2015
Q1 | $8K | Hold |
656
| – | – | 0.01% | 71 |
|
|
2014
Q4 | $8K | Hold |
656
| – | – | 0.01% | 61 |
|
|
2014
Q3 | $8K | Sell |
656
-240
| -27% | -$2.93K | 0.01% | 62 |
|
|
2014
Q2 | $12K | Hold |
896
| – | – | 0.02% | 63 |
|
|
2014
Q1 | $11K | Buy |
+896
| New | +$11K | 0.02% | 64 |
|