Pacific Financial Group’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 |
-6,431
| Closed | -$186K | – | 58 |
|
2019
Q4 | $186K | Buy |
+6,431
| New | +$186K | 0.02% | 79 |
|
2019
Q3 | – | Sell |
-7,847
| Closed | -$194K | – | 84 |
|
2019
Q2 | $194K | Buy |
+7,847
| New | +$194K | 0.02% | 81 |
|
2015
Q1 | – | Sell |
-3,375
| Closed | -$77K | – | 111 |
|
2014
Q4 | $77K | Buy |
+3,375
| New | +$77K | 0.02% | 63 |
|