Nikulski Financial’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
Q1 | – | Sell |
-9,163
| Closed | -$276K | – | 101 |
|
|
2019
Q4 | $276K | Sell |
9,163
-700
| -7% | -$21.1K | 0.2% | 78 |
|
|
2019
Q3 | $280K | Buy |
9,863
+1,765
| +22% | +$50.1K | 0.23% | 70 |
|
|
2019
Q2 | $221K | Buy |
8,098
+1,510
| +23% | +$41.2K | 0.19% | 80 |
|
|
2019
Q1 | $163K | Sell |
6,588
-491
| -7% | -$12.1K | 0.16% | 77 |
|
|
2018
Q4 | $174K | Sell |
7,079
-1,016
| -13% | -$25K | 0.18% | 70 |
|
|
2018
Q3 | $189K | Sell |
8,095
-6,081
| -43% | -$142K | 0.18% | 80 |
|
|
2018
Q2 | $341K | Buy |
14,176
+200
| +1% | +$4.81K | 0.31% | 59 |
|
|
2018
Q1 | $356K | Buy |
13,976
+3,719
| +36% | +$94.7K | 0.35% | 55 |
|
|
2017
Q4 | $257K | Buy |
+10,257
| New | +$257K | 0.28% | 63 |
|