Mosaic Family Wealth’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
Q4 | $253K | Sell |
7,270
-100
| -1% | -$3.48K | 0.07% | 148 |
|
|
2021
Q3 | $246K | Hold |
7,370
| – | – | 0.07% | 149 |
|
|
2021
Q2 | $248K | Sell |
7,370
-3
| -0% | -$101 | 0.07% | 144 |
|
|
2021
Q1 | $240K | Buy |
+7,373
| New | +$240K | 0.07% | 141 |
|
|
2020
Q4 | – | Sell |
-11,240
| Closed | -$404K | – | 152 |
|
|
2020
Q3 | $404K | Buy |
11,240
+4,419
| +65% | +$159K | 0.15% | 86 |
|
|
2020
Q2 | $232K | Buy |
+6,821
| New | +$232K | 0.1% | 126 |
|
|
2017
Q4 | – | Sell |
-882
| Closed | -$22K | – | 781 |
|
|
2017
Q3 | $22K | Hold |
882
| – | – | 0.01% | 448 |
|
|
2017
Q2 | $21K | Hold |
882
| – | – | 0.01% | 419 |
|
|
2017
Q1 | $21K | Hold |
882
| – | – | 0.01% | 418 |
|
|
2016
Q4 | $20K | Hold |
882
| – | – | 0.01% | 430 |
|
|
2016
Q3 | $22K | Hold |
882
| – | – | 0.01% | 430 |
|
|
2016
Q2 | $23K | Hold |
882
| – | – | 0.01% | 424 |
|
|
2016
Q1 | $20K | Hold |
882
| – | – | 0.01% | 434 |
|
|
2015
Q4 | $18K | Buy |
+882
| New | +$18K | 0.01% | 460 |
|