Nelson Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-600
| Closed | -$17K | – | 191 |
|
|
2019
Q3 | $17K | Hold |
600
| – | – | ﹤0.01% | 223 |
|
|
2019
Q2 | $16K | Buy |
+600
| New | +$16K | ﹤0.01% | 207 |
|
|
2017
Q1 | – | Sell |
-219
| Closed | -$5K | – | 257 |
|
|
2016
Q4 | $5K | Buy |
+219
| New | +$5K | ﹤0.01% | 231 |
|
|
2015
Q2 | – | Sell |
-725
| Closed | -$17K | – | 270 |
|
|
2015
Q1 | $17K | Sell |
725
-120
| -14% | -$2.81K | 0.01% | 184 |
|
|
2014
Q4 | $19K | Hold |
845
| – | – | 0.01% | 186 |
|
|
2014
Q3 | $20K | Hold |
845
| – | – | 0.01% | 192 |
|
|
2014
Q2 | $22K | Buy |
+845
| New | +$22K | 0.01% | 185 |
|