Rockefeller Financial Services’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.2M | Buy |
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|
2017
Q3 | $951K | Hold |
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|
2017
Q2 | $922K | Hold |
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|
2017
Q1 | $928K | Hold |
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|
2016
Q4 | $856K | Sell |
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|
2016
Q3 | $1.08M | Hold |
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|
2016
Q2 | $1.08M | Buy |
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|
2016
Q1 | $865K | Hold |
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|
2015
Q4 | $744K | Buy |
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|
2015
Q3 | $701K | Buy |
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|
2015
Q2 | $567K | Sell |
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|
2015
Q1 | $582K | Hold |
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|
2014
Q4 | $581K | Hold |
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|
2014
Q3 | $595K | Sell |
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|
2014
Q2 | $656K | Sell |
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|
2014
Q1 | $653K | Buy |
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|
2013
Q4 | $604K | Sell |
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|
2013
Q3 | $711K | Buy |
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|
2013
Q2 | $641K | Buy |
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