Partnervest Advisory Services’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-13,685
| Closed | -$353K | – | 439 |
|
|
2014
Q2 | $353K | Hold |
13,685
| – | – | 0.16% | 101 |
|
|
2014
Q1 | $340K | Sell |
13,685
-1,425
| -9% | -$35.4K | 0.15% | 98 |
|
|
2013
Q4 | $353K | Hold |
15,110
| – | – | 0.16% | 101 |
|
|
2013
Q3 | $390K | Sell |
15,110
-2,925
| -16% | -$75.5K | 0.2% | 69 |
|
|
2013
Q2 | $432K | Buy |
+18,035
| New | +$432K | 0.2% | 55 |
|