RIS
Retirement Income Solutions’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,889
| Closed | -$232K | – | 100 |
|
|
2021
Q2 | $232K | Sell |
6,889
-6,891
| -50% | -$232K | 0.08% | 91 |
|
|
2021
Q1 | $224K | Hold |
13,780
| – | – | 0.08% | 90 |
|
|
2020
Q4 | $250K | Hold |
13,780
| – | – | 0.09% | 81 |
|
|
2020
Q3 | $248K | Hold |
13,780
| – | – | 0.11% | 73 |
|
|
2020
Q2 | $234K | Hold |
13,780
| – | – | 0.1% | 75 |
|
|
2020
Q1 | $208K | Hold |
13,780
| – | – | 0.12% | 68 |
|
|
2019
Q4 | $200K | Hold |
13,780
| – | – | 0.08% | 75 |
|
|
2019
Q3 | $194K | Hold |
13,780
| – | – | 0.1% | 70 |
|
|
2019
Q2 | $186K | Hold |
13,780
| – | – | 0.1% | 65 |
|
|
2019
Q1 | $171K | Sell |
13,780
-1,816
| -12% | -$22.5K | 0.1% | 67 |
|
|
2018
Q4 | $192K | Buy |
+15,596
| New | +$192K | 0.12% | 60 |
|