Sargent Bickham Lagudis’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $151K | Sell |
4,378
-186
| -4% | -$6.43K | 0.01% | 291 |
|
|
2022
Q3 | $144K | Buy |
4,564
+233
| +5% | +$7.35K | 0.01% | 270 |
|
|
2022
Q2 | $149K | Sell |
4,331
-1,035
| -19% | -$35.6K | 0.01% | 278 |
|
|
2022
Q1 | $198K | Buy |
5,366
+685
| +15% | +$25.3K | 0.02% | 249 |
|
|
2021
Q4 | $163K | Sell |
4,681
-350
| -7% | -$12.2K | 0.01% | 269 |
|
|
2021
Q3 | $168K | Buy |
5,031
+9
| +0.2% | +$301 | 0.01% | 269 |
|
|
2021
Q2 | $169K | Buy |
5,022
+67
| +1% | +$2.26K | 0.01% | 277 |
|
|
2021
Q1 | $161K | Buy |
4,955
+270
| +6% | +$8.77K | 0.01% | 270 |
|
|
2020
Q4 | $170K | Hold |
4,685
| – | – | 0.02% | 258 |
|
|
2020
Q3 | $169K | Buy |
4,685
+3,200
| +215% | +$115K | 0.02% | 231 |
|
|
2020
Q2 | $50K | Hold |
1,485
| – | – | 0.01% | 355 |
|
|
2020
Q1 | $45K | Buy |
1,485
+663
| +81% | +$20.1K | 0.01% | 353 |
|
|
2019
Q4 | $24K | Buy |
822
+37
| +5% | +$1.08K | ﹤0.01% | 497 |
|
|
2019
Q3 | $22K | Sell |
785
-59
| -7% | -$1.65K | ﹤0.01% | 462 |
|
|
2019
Q2 | $23K | Buy |
844
+59
| +8% | +$1.61K | ﹤0.01% | 469 |
|
|
2019
Q1 | $19K | Hold |
785
| – | – | ﹤0.01% | 520 |
|
|
2018
Q4 | $19K | Sell |
785
-806
| -51% | -$19.5K | ﹤0.01% | 492 |
|
|
2018
Q3 | $36K | Hold |
1,591
| – | – | ﹤0.01% | 411 |
|
|
2018
Q2 | $38K | Hold |
1,591
| – | – | ﹤0.01% | 400 |
|
|
2018
Q1 | $41K | Buy |
1,591
+388
| +32% | +$10K | 0.01% | 388 |
|
|
2017
Q4 | $30K | Hold |
1,203
| – | – | ﹤0.01% | 441 |
|
|
2017
Q3 | $30K | Hold |
1,203
| – | – | ﹤0.01% | 444 |
|
|
2017
Q2 | $29K | Buy |
1,203
+785
| +188% | +$18.9K | ﹤0.01% | 435 |
|
|
2017
Q1 | $10K | Hold |
418
| – | – | ﹤0.01% | 595 |
|
|
2016
Q4 | $9K | Hold |
418
| – | – | ﹤0.01% | 574 |
|
|
2016
Q3 | $11 | Hold |
418
| – | – | ﹤0.01% | 558 |
|
|
2016
Q2 | $11K | Hold |
418
| – | – | ﹤0.01% | 531 |
|
|
2016
Q1 | $10K | Buy |
+418
| New | +$10K | ﹤0.01% | 570 |
|