Signature Financial Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-107,404
| Closed | -$2.46M | – | 148 |
|
2018
Q3 | $2.46M | Buy |
107,404
+658
| +0.6% | +$15K | 0.43% | 36 |
|
2018
Q2 | $2.57M | Hold |
106,746
| – | – | 0.54% | 33 |
|
2018
Q1 | $2.72M | Hold |
106,746
| – | – | 0.57% | 33 |
|
2017
Q4 | $2.67M | Hold |
106,746
| – | – | 0.72% | 23 |
|
2017
Q3 | $2.63M | Hold |
106,746
| – | – | 0.8% | 24 |
|
2017
Q2 | $2.55M | Hold |
106,746
| – | – | 0.8% | 25 |
|
2017
Q1 | $2.56M | Buy |
+106,746
| New | +$2.56M | 0.82% | 27 |
|