Psagot Value Holdings’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,017
| Closed | -$35K | – | 537 |
|
|
2022
Q4 | $35K | Hold |
1,017
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $32K | Buy |
+1,017
| New | +$32K | 0.01% | 269 |
|
|
2020
Q4 | – | Sell |
-6,500
| Closed | -$234K | – | 381 |
|
|
2020
Q3 | $234K | Buy |
+6,500
| New | +$234K | 0.01% | 252 |
|
|
2017
Q3 | – | Sell |
-21,203
| Closed | -$506K | – | 319 |
|
|
2017
Q2 | $506K | Hold |
21,203
| – | – | 0.02% | 182 |
|
|
2017
Q1 | $509K | Hold |
21,203
| – | – | 0.02% | 180 |
|
|
2016
Q4 | $470K | Sell |
21,203
-100
| -0.5% | -$2.22K | 0.02% | 175 |
|
|
2016
Q3 | $541K | Buy |
21,303
+21,237
| +32,177% | +$539K | 0.02% | 174 |
|
|
2016
Q2 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 338 |
|