PA
Perennial Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,389
| Closed | -$148K | – | 155 |
|
|
2021
Q2 | $148K | Sell |
4,389
-4,390
| -50% | -$148K | 0.04% | 85 |
|
|
2021
Q1 | $143K | Hold |
8,779
| – | – | 0.05% | 87 |
|
|
2020
Q4 | $159K | Buy |
+8,779
| New | +$159K | 0.06% | 80 |
|
|
2020
Q3 | – | Sell |
-8,779
| Closed | -$149K | – | 132 |
|
|
2020
Q2 | $149K | Buy |
+8,779
| New | +$149K | 0.06% | 80 |
|
|
2019
Q1 | – | Sell |
-8,779
| Closed | -$108K | – | 126 |
|
|
2018
Q4 | $108K | Buy |
+8,779
| New | +$108K | 0.07% | 75 |
|