Schwartz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $336K | Sell |
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|
2021
Q1 | $324K | Sell |
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|
2020
Q4 | $724K | Hold |
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|
2020
Q3 | $718K | Hold |
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|
2020
Q2 | $678K | Sell |
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|
2020
Q1 | $627K | Buy |
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|
2019
Q4 | $400K | Hold |
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|
2019
Q3 | $389K | Buy |
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|
2019
Q2 | $302K | Hold |
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|
2019
Q1 | $277K | Hold |
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|
2018
Q4 | $275K | Hold |
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|
2018
Q3 | $256K | Hold |
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|
2018
Q2 | $269K | Hold |
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|
2018
Q1 | $285K | Buy |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $304K | Buy |
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|
2017
Q2 | $271K | Buy |
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|
2017
Q1 | $268K | Buy |
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|
2016
Q4 | $244K | Hold |
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|
2016
Q3 | $279K | Hold |
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|
2016
Q2 | $281K | Hold |
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|
2016
Q1 | $261K | Hold |
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|
2015
Q4 | $225K | Sell |
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|
2015
Q3 | $561K | Sell |
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|
2015
Q2 | $3.99M | Sell |
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|
2015
Q1 | $9.79M | Hold |
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|
2014
Q4 | $9.78M | Buy |
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|
2014
Q3 | $9.45M | Sell |
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|
2014
Q2 | $10.5M | Buy |
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|
2014
Q1 | $10.2M | Hold |
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|
2013
Q4 | $9.55M | Buy |
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|
2013
Q3 | $10.5M | Sell |
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|
2013
Q2 | $12.1M | Buy |
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