Security National Trust’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,391
| Closed | -$50K | – | 403 |
|
2020
Q4 | $50K | Hold |
1,391
| – | – | 0.01% | 262 |
|
2020
Q3 | $50K | Hold |
1,391
| – | – | 0.01% | 253 |
|
2020
Q2 | $47K | Hold |
1,391
| – | – | 0.01% | 259 |
|
2020
Q1 | $42K | Hold |
1,391
| – | – | 0.02% | 256 |
|
2019
Q4 | $40K | Buy |
+1,391
| New | +$40K | 0.01% | 267 |
|