Neville Rodie & Shaw’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-7,150
| Closed | -$257K | – | 256 |
|
2020
Q3 | $257K | Buy |
+7,150
| New | +$257K | 0.02% | 208 |
|
2019
Q2 | – | Sell |
-9,400
| Closed | -$233K | – | 250 |
|
2019
Q1 | $233K | Buy |
+9,400
| New | +$233K | 0.02% | 226 |
|
2014
Q1 | – | Sell |
-6,300
| Closed | -$147K | – | 256 |
|
2013
Q4 | $147K | Hold |
6,300
| – | – | 0.02% | 251 |
|
2013
Q3 | $162K | Hold |
6,300
| – | – | 0.02% | 255 |
|
2013
Q2 | $151K | Buy |
+6,300
| New | +$151K | 0.02% | 254 |
|