Smart Portfolios LLC’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
Q3 | – | Sell |
-6,341
| Closed | -$214K | – | 52 |
|
|
2021
Q2 | $214K | Sell |
6,341
-6,872
| -52% | -$232K | 0.16% | 47 |
|
|
2021
Q1 | $430K | Buy |
+13,213
| New | +$430K | 0.37% | 31 |
|
|
2017
Q3 | – | Sell |
-1,423
| Closed | -$34K | – | 25 |
|
|
2017
Q2 | $34K | Buy |
1,423
+10
| +0.7% | +$239 | 0.04% | 29 |
|
|
2017
Q1 | $34K | Buy |
1,413
+167
| +13% | +$4.02K | 0.03% | 33 |
|
|
2016
Q4 | $28K | Sell |
1,246
-6,719
| -84% | -$151K | 0.02% | 37 |
|
|
2016
Q3 | $202K | Sell |
7,965
-19,334
| -71% | -$490K | 0.23% | 28 |
|
|
2016
Q2 | $697K | Sell |
27,299
-203,039
| -88% | -$5.18M | 0.91% | 14 |
|
|
2016
Q1 | $5.66M | Buy |
+230,338
| New | +$5.66M | 5.14% | 11 |
|