Semmax Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-560
| Closed | -$18K | – | 269 |
|
|
2021
Q1 | $18K | Buy |
+560
| New | +$18K | 0.01% | 175 |
|
|
2020
Q3 | – | Sell |
-444
| Closed | -$15K | – | 260 |
|
|
2020
Q2 | $15K | Hold |
444
| – | – | 0.01% | 146 |
|
|
2020
Q1 | $13K | Hold |
444
| – | – | 0.01% | 145 |
|
|
2019
Q4 | $13K | Hold |
444
| – | – | 0.01% | 152 |
|
|
2019
Q3 | $13K | Hold |
444
| – | – | 0.01% | 158 |
|
|
2019
Q2 | $12K | Sell |
444
-553
| -55% | -$14.9K | 0.01% | 169 |
|
|
2019
Q1 | $25K | Sell |
997
-373
| -27% | -$9.35K | 0.02% | 242 |
|
|
2018
Q4 | $34K | Buy |
+1,370
| New | +$34K | 0.03% | 222 |
|