Rowland Carmichael Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $248K | Hold |
6,834
| – | – | 0.08% | 267 |
|
|
2020
Q3 | $246K | Hold |
6,834
| – | – | 0.1% | 235 |
|
|
2020
Q2 | $232K | Sell |
6,834
-483
| -7% | -$16.4K | 0.1% | 235 |
|
|
2020
Q1 | $221K | Sell |
7,317
-1,437
| -16% | -$43.4K | 0.11% | 219 |
|
|
2019
Q4 | $254K | Sell |
8,754
-2,693
| -24% | -$78.1K | 0.09% | 255 |
|
|
2019
Q3 | $323K | Sell |
11,447
-89
| -0.8% | -$2.51K | 0.11% | 203 |
|
|
2019
Q2 | $311K | Hold |
11,536
| – | – | 0.11% | 199 |
|
|
2019
Q1 | $286K | Sell |
11,536
-183
| -2% | -$4.54K | 0.11% | 197 |
|
|
2018
Q4 | $288K | Buy |
11,719
+718
| +7% | +$17.6K | 0.13% | 177 |
|
|
2018
Q3 | $251K | Sell |
11,001
-1,093
| -9% | -$24.9K | 0.1% | 228 |
|
|
2018
Q2 | $291K | Buy |
12,094
+1,317
| +12% | +$31.7K | 0.12% | 196 |
|
|
2018
Q1 | $274K | Buy |
10,777
+2,927
| +37% | +$74.4K | 0.15% | 189 |
|
|
2017
Q4 | $196K | Sell |
7,850
-2,058
| -21% | -$51.4K | 0.1% | 251 |
|
|
2017
Q3 | $244K | Buy |
9,908
+2,449
| +33% | +$60.3K | 0.14% | 202 |
|
|
2017
Q2 | $178K | Buy |
+7,459
| New | +$178K | 0.1% | 227 |
|
|
2017
Q1 | – | Sell |
-8,413
| Closed | -$186K | – | 299 |
|
|
2016
Q4 | $186K | Buy |
8,413
+1,719
| +26% | +$38K | 0.11% | 227 |
|
|
2016
Q3 | $170K | Sell |
6,694
-103
| -2% | -$2.62K | 0.11% | 219 |
|
|
2016
Q2 | $173K | Buy |
+6,797
| New | +$173K | 0.11% | 221 |
|