Roosevelt Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $255K | Hold |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $235K | Hold |
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|
2019
Q4 | $226K | Hold |
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|
2019
Q3 | $220K | Hold |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $193K | Hold |
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|
2018
Q4 | $192K | Buy |
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|
2018
Q3 | $146K | Hold |
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|
2018
Q2 | $154K | Sell |
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|
2018
Q1 | $211K | Buy |
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|
2017
Q4 | $160K | Hold |
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|
2017
Q3 | $158K | Hold |
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|
2017
Q2 | $153K | Hold |
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|
2017
Q1 | $154K | Hold |
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|
2016
Q4 | $142K | Sell |
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|
2016
Q3 | $198K | Sell |
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|
2016
Q2 | $218K | Sell |
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|
2016
Q1 | $19.3M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2.95M | Buy |
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