NFG
Noven Financial Group’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3.65M | Buy |
242,246
+203
| +0.1% | +$3.06K | 2.98% | 7 |
|
|
2019
Q4 | $3.51M | Sell |
242,043
-1,192
| -0.5% | -$17.3K | 1.62% | 13 |
|
|
2019
Q3 | $3.43M | Buy |
243,235
+1,140
| +0.5% | +$16.1K | 1.7% | 13 |
|
|
2019
Q2 | $3.27M | Sell |
242,095
-3,661
| -1% | -$49.4K | 1.66% | 13 |
|
|
2019
Q1 | $3.04M | Sell |
245,756
-1,441
| -0.6% | -$17.8K | 1.59% | 13 |
|
|
2018
Q4 | $3.04M | Buy |
247,197
+5,155
| +2% | +$63.4K | 2.87% | 10 |
|
|
2018
Q3 | $2.77M | Sell |
242,042
-7,654
| -3% | -$87.5K | 1.38% | 12 |
|
|
2018
Q2 | $3M | Sell |
249,696
-4,167
| -2% | -$50.1K | 1.57% | 12 |
|
|
2018
Q1 | $3.23M | Buy |
253,863
+4,747
| +2% | +$60.4K | 1.8% | 12 |
|
|
2017
Q4 | $3.12M | Buy |
249,116
+618
| +0.2% | +$7.73K | 1.8% | 12 |
|
|
2017
Q3 | $3.06M | Buy |
248,498
+594
| +0.2% | +$7.31K | 1.84% | 13 |
|
|
2017
Q2 | $2.96M | Sell |
247,904
-1,260
| -0.5% | -$15K | 1.89% | 13 |
|
|
2017
Q1 | $2.99M | Buy |
249,164
+643
| +0.3% | +$7.72K | 1.96% | 14 |
|
|
2016
Q4 | $2.75M | Sell |
248,521
-293,451
| -54% | -$3.25M | 1.89% | 14 |
|
|
2016
Q3 | $6.9M | Buy |
541,972
+252,066
| +87% | +$3.21M | 2.38% | 11 |
|
|
2016
Q2 | $3.7M | Buy |
289,906
+2,675
| +0.9% | +$34.1K | 2.49% | 11 |
|
|
2016
Q1 | $3.41M | Buy |
287,231
+4,993
| +2% | +$59.3K | 2.42% | 11 |
|
|
2015
Q4 | $2.89M | Sell |
282,238
-3,900
| -1% | -$39.9K | 2.19% | 13 |
|
|
2015
Q3 | $3.09M | Sell |
286,138
-2,737
| -0.9% | -$29.5K | 2.48% | 10 |
|
|
2015
Q2 | $3.28M | Sell |
288,875
-2,805
| -1% | -$31.8K | 2.38% | 10 |
|
|
2015
Q1 | $3.34M | Sell |
291,680
-6,630
| -2% | -$75.9K | 2.41% | 10 |
|
|
2014
Q4 | $3.41M | Buy |
298,310
+220,188
| +282% | +$2.52M | 2.54% | 10 |
|
|
2014
Q3 | $914K | Buy |
78,122
+32,727
| +72% | +$383K | 0.67% | 21 |
|
|
2014
Q2 | $585K | Buy |
45,395
+16,116
| +55% | +$208K | 0.42% | 26 |
|
|
2014
Q1 | $364K | Buy |
+29,279
| New | +$364K | 0.28% | 27 |
|