Mid Atlantic Financial Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.6M | Sell |
107,884
-2,393
| -2% | -$79.9K | 0.24% | 93 |
|
|
2021
Q2 | $3.72M | Sell |
110,277
-4,600
| -4% | -$155K | 0.25% | 84 |
|
|
2021
Q1 | $3.74M | Sell |
114,877
-1,609
| -1% | -$52.3K | 0.27% | 85 |
|
|
2020
Q4 | $4.22M | Buy |
116,486
+5,224
| +5% | +$189K | 0.32% | 71 |
|
|
2020
Q3 | $3.96M | Buy |
111,262
+21,686
| +24% | +$772K | 0.35% | 65 |
|
|
2020
Q2 | $3.04M | Buy |
89,576
+11,165
| +14% | +$379K | 0.29% | 78 |
|
|
2020
Q1 | $2.36M | Buy |
78,411
+30,146
| +62% | +$908K | 0.27% | 82 |
|
|
2019
Q4 | $1.4M | Buy |
48,265
+3,089
| +7% | +$89.6K | 0.13% | 147 |
|
|
2019
Q3 | $1.27M | Buy |
45,176
+27,563
| +156% | +$777K | 0.14% | 138 |
|
|
2019
Q2 | $476K | Buy |
17,613
+1,928
| +12% | +$52.1K | 0.05% | 381 |
|
|
2019
Q1 | $388K | Buy |
15,685
+7,602
| +94% | +$188K | 0.04% | 431 |
|
|
2018
Q4 | $199K | Buy |
+8,083
| New | +$199K | 0.02% | 598 |
|